Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionCrestwood Advisors Group LLC
Latest Disclosed Ownership9,275 shares
Latest Disclosed Value $ 1,214,421
Crestwood Advisors Group LLC reports 21.80% increase in ownership of DUK / Duke Energy Corporation

On May 5, 2026 - Crestwood Advisors Group LLC filed a 13F-HR form disclosing ownership of 9,275 shares of Duke Energy Corporation (US:DUK) valued at $1,214,468 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 7,615 shares of Duke Energy Corporation. This represents a change in shares of 21.80% during the quarter. The current value of the position is $1,122,646 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)
2026-05-05 2026-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 9,275 1,660 21.80 1,214 36.10 0.0204
2026-02-03 2025-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,615 -1,413 -15.65 893 -20.14 0.0149
2025-11-07 2025-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 9,028 2,622 40.93 1,117 47.95 0.0190
2025-08-05 2025-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,406 1,003 18.56 756 14.57 0.0135
2025-05-05 2025-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,403 24 0.45 659 13.82 0.0125
2025-02-04 2024-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,379 281 5.51 580 -1.36 0.0109
2024-10-30 2024-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,098 -146 -2.78 588 11.81 0.0112
2024-08-01 2024-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,244 -460 -8.06 526 -4.72 0.0109
2024-05-08 2024-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,704 -2,973 -34.26 552 -34.56 0.0120
2024-02-13 2023-12-31 13F/A-1 DUKE ENERGY CORP NEW COM Stock 26441C204 8,677 -311 -3.46 842 6.18 0.0196
2024-01-29 2023-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 8,677 -311 842 0.0196
2023-11-15 2023-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 8,988 5,480 156.21 793 152.55 0.0208
2023-08-15 2023-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,508 -175 -4.75 315 -11.55 0.0099
2023-05-12 2023-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,683 -1,513 -29.12 355 -33.64 0.0118
2023-02-14 2022-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,196 -1,959 -27.38 535 -19.67 0.0182
2022-10-26 2022-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,155 832 13.16 666 -1.77 0.0236
2022-07-07 2022-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,323 -2,525 -28.54 678 -31.38 0.0228
2022-04-12 2022-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 8,848 -170 -1.89 988 4.44 0.0277
2022-02-15 2021-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 9,018 33 0.37 946 7.87 0.0246
2021-11-03 2021-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 8,985 161 1.82 877 0.69 0.0248
2021-08-13 2021-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 8,824 719 8.87 871 11.38 0.0252
2021-04-21 2021-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 8,105 1,124 16.10 782 22.38 0.0246
2021-02-09 2020-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,981 880 14.42 639 18.33 0.0211
2020-10-06 2020-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,101 -11 -0.18 540 10.66 0.0203
2020-08-14 2020-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,112 -185 -2.94 488 -4.13 0.0195
2020-05-15 2020-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,297 -345 -5.19 509 -16.01 0.0253
2020-02-12 2019-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,642 130 2.00 606 -2.88 0.0240
2019-11-13 2019-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,512 688 11.81 624 21.40 0.0274
2019-08-14 2019-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,824 1,377 30.96 514 28.50 0.0233
2019-05-09 2019-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,447 -36 -0.80 400 3.36 0.0286
2019-02-14 2018-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,483 399 9.77 387 18.35 0.0308
2018-11-14 2018-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,084 500 13.95 327 12.76 0.0230
2018-08-14 2018-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,584 -135 -3.63 290 0.69 0.0211
2018-05-14 2018-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,719 -42 -1.12 288 -8.86 0.0226
2018-01-11 2017-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,761 -240 -6.00 316 -5.95 0.0251
2017-11-20 2017-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,001 65 1.65 336 0.60 0.0288
2017-07-31 2017-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,936 0 0.00 334 3.09 0.0284
2017-05-03 2017-03-31 13F/A-1 DUKE ENERGY CORP NEW COM Stock 26441C204 3,936 -180 -4.37 324 1.57 0.0286
2017-04-24 2017-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,936 323
2017-01-12 2016-12-31 13F Duke Energy COM 26441C204 4,116 0 0.00 319 -3.04 0.0309
2016-11-03 2016-09-30 13F Duke Energy COM 26441C204 4,116 0 0.00 329 -6.80 0.0393
2016-08-15 2016-06-30 13F Duke Energy COM 26441C204 4,116 4,116 0.00 353 0.0436
2015-05-11 2015-03-31 13F Duke Energy COM 26441C204 0 -2,506 -100.00 0 -100.00
2015-02-18 2014-12-31 13F Duke Energy COM 26441C204 2,506 -496 -16.52 209 0.97 0.0315
2014-02-13 2013-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,002 -569 -15.93 207 -13.03 0.0330
2013-11-14 2013-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,571 3,571 238 0.0417
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.