Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionFortitude Family Office, LLC
Latest Disclosed Ownership1,357 shares
Latest Disclosed Value $ 177,686
Fortitude Family Office, LLC reports 2.34% increase in ownership of DUK / Duke Energy Corporation

On April 15, 2026 - Fortitude Family Office, LLC filed a 13F-HR form disclosing ownership of 1,357 shares of Duke Energy Corporation (US:DUK) valued at $177,686 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 1,326 shares of Duke Energy Corporation. This represents a change in shares of 2.34% during the quarter. The current value of the position is $164,251 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)
2026-04-15 2026-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 1,357 31 2.34 178 14.19 0.0394
2026-01-15 2025-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 1,326 -2 -0.15 155 -5.49 0.0362
2025-10-17 2025-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 1,328 -7 -0.52 164 4.46 0.0442
2025-07-15 2025-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 1,335 -100 -6.97 158 -10.29 0.0517
2025-04-16 2025-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 1,435 -217 -13.14 175 -1.13 0.0623
2025-01-10 2024-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 1,652 -17 -1.02 178 -7.81 0.0635
2024-10-25 2024-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 1,669 1,379 475.52 192 562.07 0.0762
2024-07-10 2024-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 290 119 69.59 29 81.25 0.0165
2024-04-11 2024-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 171 -54 -24.00 17 -23.81 0.0111
2024-01-12 2023-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 225 225 22 0.0162
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.