Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionGleason Group, Inc.
Latest Disclosed Ownership2,318 shares
Latest Disclosed Value $ 303,461
Gleason Group, Inc. reports 0.83% increase in ownership of DUK / Duke Energy Corporation

On May 4, 2026 - Gleason Group, Inc. filed a 13F-HR form disclosing ownership of 2,318 shares of Duke Energy Corporation (US:DUK) valued at $303,519 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 2,299 shares of Duke Energy Corporation. This represents a change in shares of 0.83% during the quarter. The current value of the position is $280,571 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)
2026-05-04 2026-03-31 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,318 19 0.83 303 12.64 0.0301
2026-01-15 2025-12-31 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,299 21 0.92 270 -4.27 0.0264
2025-10-16 2025-09-30 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,278 19 0.84 282 5.64 0.0283
2025-07-17 2025-06-30 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,259 20 0.89 267 -2.56 0.0289
2025-04-11 2025-03-31 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,239 -157 -6.55 273 5.81 0.0493
2025-01-13 2024-12-31 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,396 22 0.93 258 -5.49 0.0454
2024-10-15 2024-09-30 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,374 21 0.89 274 16.17 0.0501
2024-07-12 2024-06-30 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,353 24 1.03 236 4.44 0.0479
2024-04-12 2024-03-31 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,329 -361 -13.42 225 -13.79 0.0471
2024-01-19 2023-12-31 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,690 28 1.05 261 11.54 0.0600
2023-10-12 2023-09-30 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,662 28 1.06 235 -0.85 0.0617
2023-07-20 2023-06-30 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,634 29 1.11 236 -5.98 0.0613
2023-04-14 2023-03-31 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,605 27 1.05 251 -5.28 0.0721
2023-01-11 2022-12-31 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,578 25 0.98 266 11.81 0.0833
2022-10-11 2022-09-30 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,553 24 0.95 237 -12.55 0.0816
2022-07-13 2022-06-30 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,529 25 1.00 271 -3.21 0.0932
2022-04-22 2022-03-31 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,504 23 0.93 280 7.69 0.0831
2022-01-18 2021-12-31 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,481 23 0.94 260 8.33 0.0848
2021-10-12 2021-09-30 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,458 24 0.99 240 0.00 0.0867
2021-07-27 2021-06-30 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,434 22 0.91 240 3.00 0.0870
2021-04-14 2021-03-31 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,412 25 1.05 233 6.39 0.0917
2021-01-28 2020-12-31 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,387 25 1.06 219 4.78 0.1051
2020-10-15 2020-09-30 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,362 27 1.16 209 11.76 0.1207
2020-08-27 2020-06-30 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,335 24 1.04 187 0.00 0.1157
2020-08-27 2020-03-31 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,311 26 1.14 187 -10.10 0.1480
2020-08-27 2019-12-31 13F DUKE ENERGY CORPORATION NEW COM COM 26441C204 2,285 2,285 208 0.1241
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.