Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionGuardian Investment Management
Latest Disclosed Ownership2,289 shares
Latest Disclosed Value $ 299,722
Guardian Investment Management ownership in DUK / Duke Energy Corporation

On April 16, 2026 - Guardian Investment Management filed a 13F-HR form disclosing ownership of 2,289 shares of Duke Energy Corporation (US:DUK) valued at $299,722 USD as of March 31, 2026. The entity filed a previous 13F-HR on April 28, 2025 disclosing 0 shares of Duke Energy Corporation. The current value of the position is $277,061 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)
2026-04-16 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,289 2,289 300 0.2366
2025-04-28 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -4,089 -100.00 0 -100.00
2025-01-16 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,089 -260 -5.98 441 -12.18 0.3144
2024-10-10 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,349 -50 -1.14 501 13.86 0.4317
2024-07-24 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,399 -1,050 -19.27 441 -16.35 0.3155
2024-04-26 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,449 -250 -4.39 527 -4.88 0.4237
2024-01-31 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,699 0 0.00 553 10.16 0.4658
2023-10-13 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,699 0 0.00 503 -16.19 0.4571
2023-07-17 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,699 -14,226 -71.40 599 -68.85 0.5100
2023-05-08 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 19,925 14,226 249.62 1,923 228.16 1.4416
2023-01-13 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,699 0 0.00 587 10.57 0.5545
2022-10-12 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,699 -9,150 -61.62 530 -66.69 0.5371
2022-07-19 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 14,849 0 0.00 1,591 -4.04 1.3845
2022-04-22 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 14,849 0 0.00 1,658 6.49 1.2878
2022-01-19 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 14,849 -300 -1.98 1,557 5.35 1.0826
2021-10-13 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 15,149 -326 -2.11 1,478 -3.21 1.0908
2021-07-14 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 15,475 -4,450 -22.33 1,527 -20.59 1.0445
2021-04-14 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 19,925 -333 -1.64 1,923 3.72 1.3655
2021-01-19 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 20,258 0 0.00 1,854 3.29 1.4062
2020-10-13 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 20,258 -300 -1.46 1,795 9.32 1.5650
2020-07-13 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 20,558 3,536 20.77 1,642 19.33 1.4882
2020-05-07 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 17,022 -560 -3.19 1,376 -14.16 1.4096
2020-01-15 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 17,582 0 0.00 1,603 -4.87 1.2740
2019-10-24 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,582 0 0.00 1,685 8.64 1.4968
2019-08-16 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,582 -500 -2.77 1,551 -4.67 1.3492
2019-04-22 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,082 -1,244 -6.44 1,627 -2.40 1.4090
2019-02-05 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 19,326 -172 -0.88 1,667 6.86 1.5408
2018-10-19 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,498 0 0.00 1,560 1.17 1.3731
2018-07-13 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,498 201 1.04 1,542 3.14 1.4739
2018-05-11 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 19,297 -889 -4.40 1,495 -11.96 1.5937
2018-02-14 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 20,186 300 1.51 1,698 1.74 1.7920
2017-10-19 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,886 -145 -0.72 1,669 -0.30 1.8440
2017-07-21 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 20,031 -1,666 -7.68 1,674 -5.90 1.8494
2017-04-24 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 21,697 3,800 21.23 1,779 28.08 1.9353
2017-02-03 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 17,897 200 1.13 1,389 -8.50 1.6034
2016-11-07 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,697 0 0.00 1,518 0.00 1.6894
2016-08-15 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,697 -283 -1.57 1,518 4.69 1.6894
2016-05-05 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 17,980 -3,217 -15.18 1,450 -4.16 1.6619
2016-02-12 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 21,197 0 0.00 1,513 1.07 1.6236
2015-11-16 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 21,197 21,197 0.00 1,497 1.6608
2015-08-03 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 0 -19,000 -100.00 0 -100.00
2015-05-15 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 19,000 0 0.00 1,454 -8.38 1.6167
2015-02-06 2014-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 19,000 0 0.00 1,587 17.29 1.6728
2014-11-10 2014-09-30 13F DUKE ENERGY COM 26441C204 19,000 0 0.00 1,353 0.00 1.5662
2014-05-13 2014-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 19,000 19,000 1,353 1.5662
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.