Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionGSB Wealth Management, LLC
Latest Disclosed Ownership3,689 shares
Latest Disclosed Value $ 483,038
GSB Wealth Management, LLC reports 0.27% increase in ownership of DUK / Duke Energy Corporation

On April 20, 2026 - GSB Wealth Management, LLC filed a 13F-HR form disclosing ownership of 3,689 shares of Duke Energy Corporation (US:DUK) valued at $483,038 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 3,679 shares of Duke Energy Corporation. This represents a change in shares of 0.27% during the quarter. The current value of the position is $446,517 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 NEW COM COM 26441C204 3,689 10 0.27 483 12.06 0.1090
2026-02-05 2025-12-31 13F DUKE ENERGY CORP NEW COM COM 26441C204 3,679 -1,329 -26.54 431 -30.37 0.0975
2025-10-21 2025-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,008 -50 -0.99 620 3.86 0.1404
2025-07-15 2025-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,058 -180 -3.44 597 -6.58 0.1461
2025-04-18 2025-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,238 -94 -1.76 639 11.15 0.1679
2025-01-21 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,332 14 0.26 575 -6.36 0.1484
2024-10-25 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,318 -390 -6.83 613 7.17 0.1569
2024-07-18 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,708 -150 -2.56 572 1.06 0.1561
2024-05-02 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,858 -111 -1.86 566 -2.25 0.1594
2024-02-13 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,969 0 0.00 579 10.08 0.1780
2023-11-13 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,969 21 0.35 527 -1.31 0.1764
2023-08-08 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,948 0 0.00 534 -6.98 0.1736
2023-05-18 2023-03-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 5,948 -4,028 -40.38 574 -44.21 0.1876
2023-05-15 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,948 -4,028 574 0.2133
2023-02-16 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,976 -1,000 -9.11 1,027 0.59 0.3667
2022-10-18 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,976 0 0.00 1,021 -13.25 0.3702
2022-07-20 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,976 -633 -5.45 1,177 -9.18 0.4012
2022-05-02 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,609 0 0.00 1,296 6.40 0.3781
2022-02-11 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,609 2,159 22.85 1,218 32.10 0.3497
2021-10-22 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 9,450 -2,409 -20.31 922 -21.26 0.4738
2021-07-29 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,859 0 0.00 1,171 2.27 0.3648
2021-08-11 2021-03-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 11,859 9,450 392.28 1,145 418.10 0.3809
2021-05-05 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 584,734 582,325 53,386 0.8606
2020-02-12 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,409 -202 -7.74 221 -11.95 0.1531
2019-11-12 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,611 2,611 251 0.1704
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.