Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionGraves-Light Private Wealth Management, Inc.
Latest Disclosed Ownership16,385 shares
Latest Disclosed Value $ 2,145,483
Graves-Light Private Wealth Management, Inc. reports 1.47% decrease in ownership of DUK / Duke Energy Corporation

On April 8, 2026 - Graves-Light Private Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 16,385 shares of Duke Energy Corporation (US:DUK) valued at $2,145,452 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 16,629 shares of Duke Energy Corporation. This represents a change in shares of -1.47% during the quarter. The current value of the position is $1,983,240 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)
2026-04-08 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 16,385 -244 -1.47 2,145 10.06 0.2232
2026-01-09 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 16,629 -299 -1.77 1,949 -6.92 0.2067
2025-10-07 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 16,928 -1,456 -7.92 2,095 -3.46 0.2325
2025-07-09 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 18,384 433 2.41 2,169 -0.91 0.2581
2025-04-09 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 17,951 -24 -0.13 2,190 13.07 0.2687
2025-01-14 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 17,975 -33 -0.18 1,937 -6.74 0.2408
2024-11-14 2024-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 18,008 -46 -0.25 2,076 15.78 0.2553
2024-08-14 2024-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 18,054 27 0.15 1,794 2.87 0.2052
2024-05-13 2024-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 18,027 -757 -4.03 1,743 -4.34 0.2020
2024-05-13 2023-12-31 13F/A-1 DUKE ENERGY CORP NEW COM Stock 26441C204 18,784 1 0.01 1,823 11.64 0.2264
2024-02-09 2023-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 18,784 1 1,823 0.2264
2023-11-13 2023-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 18,783 -329 -1.72 1,633 -4.84 0.2217
2023-08-14 2023-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 19,112 794 4.33 1,715 -2.94 0.2317
2023-05-15 2023-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 18,318 1 0.01 1,767 -6.31 0.2736
2023-02-14 2022-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 18,317 1 0.01 1,886 10.68 0.2902
2022-11-14 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 18,316 1 0.01 1,704 -13.24 0.2841
2022-08-15 2022-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 18,315 -1,028 -5.31 1,964 -9.07 0.2998
2022-05-13 2022-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 19,343 1 0.01 2,160 6.46 0.3014
2022-02-14 2021-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 19,342 -323 -1.64 2,029 5.73 0.2885
2021-11-15 2021-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 19,665 0 0.00 1,919 -1.13 0.3030
2021-07-12 2021-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 19,665 1 0.01 1,941 2.27 0.3113
2021-04-09 2021-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 19,664 -1,782 -8.31 1,898 -3.36 0.3253
2021-02-04 2020-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 21,446 -623 -2.82 1,964 0.51 0.3662
2020-11-10 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 22,069 -1,051 -4.55 1,954 5.79 0.4323
2020-07-31 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 23,120 -1,368 -5.59 1,847 -6.76 0.4329
2020-04-29 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 24,488 -83 -0.34 1,981 -11.60 0.5339
2020-01-21 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 24,571 274 1.13 2,241 -2.14 0.4711
2019-11-12 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 24,297 419 1.75 2,290 8.74 0.5053
2024-05-13 2019-06-30 13F/A-1 DUKE ENERGY CORP NEW COM Stock 26441C204 23,878 1,857 8.43 2,107 6.31 0.5042
2019-07-24 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 23,878 1,857 2,107 0.4930
2024-05-10 2019-03-31 13F/A-1 DUKE ENERGY CORP NEW COM Stock 26441C204 22,021 1,733 8.54 1,982 13.14 0.5048
2019-04-11 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 22,021 1,733 1,982 0.4904
2019-01-26 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 20,288 20,288 1,751 0.5137
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.