Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionDestination Wealth Management
Latest Disclosed Ownership4,788 shares
Latest Disclosed Value $ 626,994
Destination Wealth Management reports 7.74% increase in ownership of DUK / Duke Energy Corporation

On May 15, 2026 - Destination Wealth Management filed a 13F-HR form disclosing ownership of 4,788 shares of Duke Energy Corporation (US:DUK) valued at $626,941 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,444 shares of Duke Energy Corporation. This represents a change in shares of 7.74% during the quarter. The current value of the position is $579,540 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)
2026-05-15 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,788 344 7.74 627 20.38 0.0163
2026-02-13 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,444 97 2.23 521 -3.17 0.0136
2025-11-14 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,347 100 2.35 538 7.19 0.0148
2025-08-14 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,247 -738 -14.80 501 -17.60 0.0147
2025-05-15 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,985 9 0.18 608 13.43 0.0192
2025-02-07 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,976 81 1.65 536 -4.96 0.0168
2024-11-25 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,895 1,067 27.87 564 47.26 0.0175
2024-07-25 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,828 -104 -2.64 384 0.79 0.0127
2024-05-14 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,932 69 1.79 380 1.60 0.0126
2024-02-14 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,863 -13 -0.34 375 9.36 0.0130
2023-11-14 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,876 -119 -2.98 342 -4.47 0.0133
2023-08-11 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,995 -1,190 -22.95 359 -28.40 0.0134
2023-05-05 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,185 1,211 30.47 500 22.25 0.0190
2023-02-13 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,974 132 3.44 409 14.57 0.0163
2022-11-14 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,842 -446 -10.40 357 -22.39 0.0150
2022-07-29 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,288 59 1.40 460 -2.54 0.0186
2022-05-12 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,229 -510 -10.76 472 -5.03 0.0175
2022-02-04 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,739 941 24.78 497 33.96 0.0176
2021-10-25 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,798 36 0.96 371 0.00 0.0144
2021-08-13 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,762 -740 -16.44 371 -14.71 0.0143
2021-05-05 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,502 971 27.50 435 34.67 0.0180
2021-02-11 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,531 36 1.03 323 4.19 0.0141
2020-11-12 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,495 -52 -1.47 310 9.54 0.0157
2020-08-14 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,547 -6 -0.17 283 -1.39 0.0153
2020-05-13 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,553 -594 -14.32 287 -24.07 0.0176
2020-02-12 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,147 600 16.92 378 11.18 0.0192
2019-11-12 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,547 -16 -0.45 340 8.28 0.0184
2019-07-19 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,563 -627 -14.96 314 -16.71 0.0173
2019-05-01 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,190 321 8.30 377 12.87 0.0212
2019-02-05 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,869 0 0.00 334 7.74 0.0201
2018-11-07 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,869 -706 -15.43 310 -14.36 0.0172
2018-07-31 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,575 -13,015 -73.99 362 -78.94 0.0217
2018-04-05 2018-03-31 13F ISHARES TR MSCI KLD400 SOC 26441C204 17,590 13,326 312.52 1,719 378.83 0.1046
2018-02-09 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,264 96 2.30 359 2.57 0.0218
2017-11-09 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,168 -514 -10.98 350 -10.49 0.0224
2017-08-11 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,682 -1,007 -17.70 391 -16.27 0.0261
2017-05-05 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,689 619 12.21 467 18.53 0.0321
2017-02-01 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,070 -89 -1.73 394 -4.60 0.0289
2016-11-14 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,159 148 2.95 413 -3.95 0.0319
2016-07-25 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,011 5,011 0.00 430 0.0354
2016-04-20 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 0 0 0.0000
2016-01-25 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 0 0 0.0000
2015-10-30 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 0 -6,701 -100.00 0 -100.00
2015-10-02 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,701 6,701 473 0.0313
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.