Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionCooper Financial Group
Latest Disclosed Ownership3,207 shares
Latest Disclosed Value $ 419,982
Cooper Financial Group reports 7.83% increase in ownership of DUK / Duke Energy Corporation

On April 7, 2026 - Cooper Financial Group filed a 13F-HR form disclosing ownership of 3,207 shares of Duke Energy Corporation (US:DUK) valued at $419,925 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 2,974 shares of Duke Energy Corporation. This represents a change in shares of 7.83% during the quarter. The current value of the position is $388,175 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-07 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,207 233 7.83 420 20.40 0.0424
2026-01-08 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,974 -290 -8.88 349 -13.65 0.0371
2025-10-07 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,264 583 21.75 404 27.53 0.0447
2025-07-18 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,681 -4,488 -62.60 316 -63.84 0.0372
2025-05-12 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,169 -3,032 -29.72 874 -20.47 0.1152
2025-01-13 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,201 696 7.32 1,099 0.37 0.1324
2024-11-14 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 9,505 -2,789 -22.69 1,096 -11.12 0.1423
2024-07-15 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 12,294 1,691 15.95 1,232 20.20 0.1812
2024-04-11 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,603 3,803 55.93 1,025 55.54 0.1685
2024-01-16 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,800 126 1.89 660 11.88 0.1200
2023-10-13 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,674 106 1.61 589 0.00 0.1416
2023-07-07 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,568 540 8.96 589 1.38 0.1461
2023-05-11 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,028 680 12.72 582 5.64 0.1567
2023-01-13 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,348 240 4.70 551 15.79 0.1682
2022-10-13 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,108 573 12.64 475 -2.26 0.1709
2022-07-11 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,535 637 16.34 486 11.72 0.1765
2022-04-25 2022-03-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 3,898 -128 -3.18 435 3.08 0.1652
2022-04-12 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,898 -128 435 0.1651
2022-02-11 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,026 30 0.75 422 8.21 0.1593
2021-10-06 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,996 75 1.91 390 0.78 0.0809
2021-07-12 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,921 204 5.49 387 7.80 0.0787
2021-05-17 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,717 -501 -11.88 359 -6.99 0.0811
2021-02-16 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,218 605 16.75 386 20.63 0.0787
2020-10-09 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,613 146 4.21 320 15.52 0.0924
2020-07-15 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,467 28 0.81 277 -0.36 0.0897
2020-05-15 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,439 627 22.30 278 8.17 0.1159
2020-01-07 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,812 33 1.19 257 -3.38 0.1029
2019-10-08 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,779 -326 -10.50 266 -2.92 0.1200
2019-07-08 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,105 3,105 274 0.1329
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.