Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership24,084 shares
Latest Disclosed Value $ 3,153,558
Evercore Wealth Management, LLC reports 2.05% decrease in ownership of DUK / Duke Energy Corporation

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 24,084 shares of Duke Energy Corporation (US:DUK) valued at $3,153,559 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 24,587 shares of Duke Energy Corporation. This represents a change in shares of -2.05% during the quarter. The current value of the position is $2,915,127 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 24,084 -503 -2.05 3,154 9.44 0.0496
2026-02-17 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 24,587 390 1.61 2,882 -3.77 0.0422
2025-11-14 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 24,197 -613 -2.47 2,994 2.29 0.0439
2025-08-14 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 24,810 -26 -0.10 2,928 -3.37 0.0455
2025-05-15 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 24,836 -147 -0.59 3,029 12.56 0.0487
2025-02-14 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 24,983 -584 -2.28 2,692 -8.69 0.0403
2024-11-14 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 25,567 -1,450 -5.37 2,948 8.87 0.0442
2024-08-14 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 27,017 -1,443 -5.07 2,708 -1.64 0.0426
2024-05-15 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 28,460 -3,154 -9.98 2,752 -10.27 0.0431
2024-02-14 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 31,614 -2,300 -6.78 3,068 2.47 0.0514
2023-11-14 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 33,914 554 1.66 2,993 0.00 0.0560
2023-08-04 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 33,360 1,243 3.87 2,994 -3.39 0.0549
2023-05-15 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 32,117 4,429 16.00 3,098 8.66 0.0618
2023-02-14 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,688 -956 -3.34 2,852 7.02 0.0598
2022-11-14 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 28,644 -700 -2.39 2,664 -15.32 0.0601
2022-08-15 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 29,344 8 0.03 3,146 -3.97 0.0663
2022-05-16 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 29,336 -345 -1.16 3,276 5.20 0.0579
2022-02-14 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 29,681 -505 -1.67 3,114 5.74 0.0506
2021-11-15 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 30,186 472 1.59 2,945 0.41 0.0533
2021-08-16 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 29,714 -2,634 -8.14 2,933 -6.05 0.0537
2021-05-17 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 32,348 -2,226 -6.44 3,122 -1.39 0.0619
2021-02-16 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 34,574 2,941 9.30 3,166 13.03 0.0682
2020-11-16 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 31,633 -953 -2.92 2,801 7.61 0.0685
2020-08-13 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 32,586 11 0.03 2,603 -1.18 0.0695
2020-05-14 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 32,575 -865 -2.59 2,634 -13.64 0.0868
2020-02-13 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 33,440 -2,968 -8.15 3,050 -12.63 0.0821
2019-11-14 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 36,408 2,185 6.38 3,491 15.60 0.1024
2019-08-13 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 34,223 7,483 27.98 3,020 25.47 0.0917
2019-05-14 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 26,740 2,950 12.40 2,407 17.24 0.0775
2019-02-13 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 23,790 -1,483 -5.87 2,053 1.53 0.0775
2018-11-13 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 25,273 -1,731 -6.41 2,022 -5.34 0.0647
2018-08-14 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 27,004 3,250 13.68 2,136 16.09 0.0730
2018-05-14 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 23,754 -608 -2.50 1,840 -10.20 0.0703
2018-02-13 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 24,362 384 1.60 2,049 1.84 0.0762
2017-11-13 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 23,978 45 0.19 2,012 0.55 0.0784
2017-08-11 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 23,933 -14,536 -37.79 2,001 -36.58 0.0773
2017-05-12 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 38,469 -5,908 -13.31 3,155 -8.42 0.1235
2017-02-08 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 44,377 -662 -1.47 3,445 -4.44 0.1428
2016-11-10 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 45,039 27,170 152.05 3,605 135.16 0.1492
2016-09-20 2016-06-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 17,869 1,239 7.45 1,533 14.23 0.0678
2016-08-01 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,423 1,495
2016-05-02 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 16,630 2,898 21.10 1,342 36.80 0.0593
2016-02-16 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,732 150 1.10 981 0.51 0.0455
2015-11-16 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 13,582 -1,301 -8.74 976 -7.14 0.0466
2015-08-06 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 14,883 -589 -3.81 1,051 -11.75 0.0474
2015-05-06 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 15,472 313 2.06 1,191 -6.07 0.0547
2015-02-13 2014-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 15,159 -1,653 -9.83 1,268 0.96 0.0632
2014-11-13 2014-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 16,812 -216 -1.27 1,256 -0.55 0.0629
2014-08-14 2014-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,028 950 5.91 1,263 10.40 0.0651
2014-05-15 2014-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 16,078 6,276 64.03 1,144 68.98 0.0642
2014-02-11 2013-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,802 -525 -5.08 677 -1.74 0.0372
2013-11-13 2013-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,327 -257 -2.43 689 -3.64 0.0395
2013-08-14 2013-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,584 10,584 715 0.0405
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.