Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionFarther Finance Advisors, LLC
Latest Disclosed Ownership61,488 shares
Latest Disclosed Value $ 8,048,718
Farther Finance Advisors, LLC reports 14.16% increase in ownership of DUK / Duke Energy Corporation

On April 7, 2026 - Farther Finance Advisors, LLC filed a 13F-HR form disclosing ownership of 61,488 shares of Duke Energy Corporation (US:DUK) valued at $8,051,239 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 53,861 shares of Duke Energy Corporation. This represents a change in shares of 14.16% during the quarter. The current value of the position is $7,442,508 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 NEW COM Stock 26441C204 61,488 7,627 14.16 8,049 27.48 0.0760
2026-01-23 2025-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 53,861 12,219 29.34 6,313 22.51 0.0676
2025-10-14 2025-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 41,642 11,409 37.74 5,153 44.46 0.0777
2025-07-11 2025-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 30,233 11,435 60.83 3,568 56.79 0.0713
2025-04-14 2025-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 18,798 6,120 48.27 2,276 66.67 0.0580
2025-02-10 2024-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 12,678 140 1.12 1,366 -5.54 0.0494
2024-10-29 2024-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 12,538 4,500 55.98 1,446 81.08 0.0542
2024-07-31 2024-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 8,038 2,835 54.49 799 59.92 0.0387
2024-05-14 2024-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,203 389 8.08 500 6.85 0.0304
2024-02-15 2023-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,814 2,453 103.90 467 124.52 0.0336
2023-11-14 2023-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,361 851 56.36 208 54.07 0.0327
2024-05-14 2023-06-30 13F/A-1 DUKE ENERGY CORP NEW COM Stock 26441C204 1,510 185 13.96 135 6.30 0.0296
2023-09-12 2023-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 1,510 185 135 0.0296
2024-05-14 2023-03-31 13F/A-1 DUKE ENERGY CORP NEW COM Stock 26441C204 1,325 85 6.85 128 0.00 0.0374
2023-09-12 2023-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 1,325 85 128 0.0374
2023-09-12 2022-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 1,240 1,240 128 0.0495
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.