Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionFocused Wealth Management, Inc
Latest Disclosed Ownership4,276 shares
Latest Disclosed Value $ 559,850
Focused Wealth Management, Inc reports 11.30% increase in ownership of DUK / Duke Energy Corporation

On April 20, 2026 - Focused Wealth Management, Inc filed a 13F-HR form disclosing ownership of 4,276 shares of Duke Energy Corporation (US:DUK) valued at $559,899 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 3,842 shares of Duke Energy Corporation. This represents a change in shares of 11.30% during the quarter. The current value of the position is $517,567 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)
2026-04-20 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,276 434 11.30 560 24.22 0.0581
2026-01-29 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,842 245 6.81 450 1.12 0.0470
2025-10-10 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,597 1,743 94.01 445 104.13 0.0474
2025-07-15 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,854 -920 -33.17 219 -35.50 0.0265
2025-05-01 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,774 2,774 338 0.0457
2024-05-08 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -499 -100.00 0 -100.00
2024-01-10 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 499 3 0.60 48 11.63 0.0080
2023-11-01 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 496 3 0.61 44 -2.27 0.0077
2023-08-08 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 493 -147 -22.97 44 -27.87 0.0080
2023-04-13 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 640 387 152.96 62 134.62 0.0125
2023-01-13 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 253 60 31.09 26 44.44 0.0053
2022-10-20 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 193 0 0.00 18 -14.29 0.0038
2022-08-04 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 193 0 0.00 21 -4.55 0.0038
2022-04-29 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 193 0 0.00 22 10.00 0.0035
2022-01-31 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 193 -38 -16.45 20 -13.04 0.0031
2021-10-12 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 231 38 19.69 23 21.05 0.0038
2021-07-15 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 193 0 0.00 19 0.00 0.0031
2021-05-03 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 193 -25 -11.47 19 -5.00 0.0034
2021-02-03 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 218 -37 -14.51 20 -13.04 0.0039
2020-10-19 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 255 -67 -20.81 23 -11.54 0.0050
2020-07-24 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 322 67 26.27 26 23.81 0.0060
2020-05-06 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 255 0 0.00 21 -8.70 0.0061
2020-01-21 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 255 83 48.26 23 43.75 0.0054
2019-11-06 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 172 -110 -39.01 16 -36.00 0.0044
2019-07-19 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 282 -83 -22.74 25 -24.24 0.0067
2019-05-03 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 365 -43 -10.54 33 -5.71 0.0100
2019-01-30 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 408 -134 -24.72 35 -18.60 0.0119
2018-11-13 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 542 -2,290 -80.86 43 -80.80 0.0146
2018-08-15 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,832 0 0.00 224 2.28 0.0776
2018-05-07 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,832 2,380 526.55 219 476.32 0.0700
2018-02-13 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 452 -25 -5.24 38 -5.00 0.0122
2017-11-14 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 477 25 5.53 40 5.26 0.0133
2017-08-14 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 452 -27 -5.64 38 -2.56 0.0142
2017-05-10 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 479 0 0.00 39 5.41 0.0153
2017-02-14 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 479 0 0.00 37 -2.63 0.0156
2016-11-10 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 479 -90 -15.82 38 -22.45 0.0167
2016-08-10 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 569 -133 -18.95 49 -14.04 0.0225
2016-05-11 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 702 -42 -5.65 57 7.55 0.0312
2016-02-12 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 744 0 0.00 53 -1.85 0.0305
2015-11-10 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 744 115 18.28 54 22.73 0.0343
2015-07-29 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 629 -149 -19.15 44 -26.67 0.0272
2015-05-07 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 778 0 0.00 60 -7.69 0.0369
2015-02-06 2014-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 778 0 0.00 65 12.07 0.0460
2014-11-12 2014-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 778 249 47.07 58 48.72 0.0445
2014-07-30 2014-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 529 0 0.00 39 2.63 0.0305
2014-05-05 2014-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 529 401 313.28 38 322.22 0.0318
2014-02-06 2013-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 128 0 0.00 9 0.00 0.0075
2013-11-06 2013-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 128 128 9 0.0086
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.