Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionGladstone Institutional Advisory LLC
Latest Disclosed Ownership4,817 shares
Latest Disclosed Value $ 630,848
Gladstone Institutional Advisory LLC reports 13.13% increase in ownership of DUK / Duke Energy Corporation

On May 14, 2026 - Gladstone Institutional Advisory LLC filed a 13F-HR form disclosing ownership of 4,817 shares of Duke Energy Corporation (US:DUK) valued at $630,738 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,258 shares of Duke Energy Corporation. This represents a change in shares of 13.13% during the quarter. The current value of the position is $583,050 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)
2026-05-14 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,817 559 13.13 631 26.25 0.0234
2026-02-17 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,258 -181 -4.08 499 -9.11 0.0188
2025-10-22 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,439 -72 -1.60 549 3.20 0.0212
2025-08-12 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,511 -397 -8.09 532 -11.04 0.0220
2025-05-15 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,908 -1,064 -17.82 599 -7.00 0.0279
2025-01-29 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,972 -81 -1.34 643 -7.75 0.0298
2024-10-28 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,053 153 2.59 698 17.94 0.0341
2024-08-02 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,900 278 4.94 591 8.84 0.0308
2024-05-14 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,622 89 1.61 544 1.31 0.0298
2024-02-09 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,533 1,011 22.36 537 34.34 0.0301
2023-11-13 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,522 -753 -14.27 399 -15.64 0.0258
2023-08-10 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,275 771 17.12 473 8.99 0.0289
2023-05-12 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,504 -113 -2.45 435 -8.63 0.0281
2023-02-01 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,617 -227 -4.69 476 5.32 0.0336
2023-01-30 2022-09-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 4,844 92 1.94 451 -11.39 0.0353
2022-10-20 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,844 92 451 0.0353
2023-01-30 2022-06-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 4,752 -201 -4.06 509 -7.96 0.0403
2022-08-15 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,752 -201 509 0.0403
2023-01-30 2022-03-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 4,953 519 11.71 553 18.92 0.0374
2022-05-04 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,953 519 553 0.0374
2023-01-30 2021-12-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 4,434 219 5.20 465 13.14 0.0360
2022-02-11 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,434 219 465 0.0360
2023-01-30 2021-09-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 4,215 454 12.07 411 10.78 0.0401
2021-11-15 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,215 454 411 0.0401
2023-01-30 2021-06-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 3,761 500 15.33 371 17.78 0.0441
2021-08-13 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,761 500 371 0.0441
2023-01-30 2021-03-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 3,261 3,261 315 0.0490
2021-05-17 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,261 3,261 315 0.0490
2020-08-17 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 0 -2,724 -100.00 0 -100.00
2020-05-14 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,724 2,724 220 0.0568
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.