Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership257,736 shares
Latest Disclosed Value $ 33,747,930
Heritage Wealth Advisors reports 20.44% decrease in ownership of DUK / Duke Energy Corporation

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 257,736 shares of Duke Energy Corporation (US:DUK) valued at $33,747,952 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 323,963 shares of Duke Energy Corporation. This represents a change in shares of -20.44% during the quarter. The current value of the position is $31,196,365 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)
2026-05-13 2026-03-31 13F Duke Energy COM 26441C204 257,736 -66,227 -20.44 33,748 -11.12 1.3185
2026-02-13 2025-12-31 13F Duke Energy COM 26441C204 323,963 -202 -0.06 37,972 -5.34 1.4501
2025-11-13 2025-09-30 13F Duke Energy COM 26441C204 324,165 -677 -0.21 40,115 4.65 1.7558
2025-08-11 2025-06-30 13F Duke Energy COM 26441C204 324,842 750 0.23 38,331 -3.03 1.8203
2025-05-08 2025-03-31 13F Duke Energy COM 26441C204 324,092 7,364 2.33 39,529 15.84 2.0025
2025-02-12 2024-12-31 13F Duke Energy COM 26441C204 316,728 -894 -0.28 34,124 -6.82 1.6920
2024-11-12 2024-09-30 13F Duke Energy COM 26441C204 317,622 4,346 1.39 36,622 16.63 1.7180
2024-12-12 2024-06-30 13F/A-1 Duke Energy COM 26441C204 313,276 308,654 6,677.93 31,400 6,940.13 1.4176
2024-08-06 2024-06-30 13F Duke Energy COM 26441C204 313,276 308,654 31,400 1.4176
2024-12-12 2024-03-31 13F/A-1 Duke Energy COM 26441C204 4,622 -108 -2.28 447 -2.62 0.0204
2024-05-08 2024-03-31 13F Duke Energy COM 26441C204 4,622 -108 447 0.0205
2024-12-12 2023-12-31 13F/A-1 Duke Energy COM 26441C204 4,730 261 5.84 459 16.24 0.0228
2024-02-12 2023-12-31 13F Duke Energy COM 26441C204 4,798 329 466 0.0232
2024-12-12 2023-09-30 13F/A-1 Duke Energy COM 26441C204 4,469 -384 -7.91 394 -9.43 0.0215
2023-11-09 2023-09-30 13F Duke Energy COM 26441C204 4,469 -384 394 0.0215
2024-12-12 2023-06-30 13F/A-1 Duke Energy COM 26441C204 4,853 0 0.00 436 -7.05 0.0230
2023-08-09 2023-06-30 13F Duke Energy COM 26441C204 4,853 0 436 0.0230
2023-05-04 2023-03-31 13F Duke Energy COM 26441C204 4,853 0 0.00 468 -6.21 0.0261
2024-12-12 2022-12-31 13F/A-1 Duke Energy COM 26441C204 4,853 0 0.00 500 10.64 0.0289
2023-02-07 2022-12-31 13F Duke Energy COM 26441C204 4,853 0 500 0.0289
2024-12-12 2022-09-30 13F/A-1 Duke Energy COM 26441C204 4,853 -12 -0.25 451 0.0327
2022-11-10 2022-09-30 13F Duke Energy COM 26441C204 4,853 -12 0 0.0327
2022-08-04 2022-06-30 13F Duke Energy COM 26441C204 4,865 344 7.61 1 0.0363
2022-05-11 2022-03-31 13F Duke Energy COM 26441C204 4,521 -263 -5.50 1 0.0279
2022-03-28 2021-12-31 13F/A-1 Duke Energy COM 26441C204 4,784 -2 -0.04 1 -100.00 0.0276
2022-02-02 2021-12-31 13F Duke Energy COM 26441C204 4,784 -2 502 0.0276
2021-11-02 2021-09-30 13F Duke Energy COM 26441C204 4,786 0 0.00 467 -1.06 0.0286
2021-08-09 2021-06-30 13F/A-1 Duke Energy COM NEW 26441C204 4,786 0 0.00 472 2.39 0.0291
2021-07-27 2021-06-30 13F Duke Energy COM NEW 26441C204 4,746 -40 435 0.0272
2021-04-27 2021-03-31 13F Duke Energy COM NEW 26441C204 4,786 40 0.84 462 5.98 0.0279
2021-02-01 2020-12-31 13F Duke Energy COM NEW 26441C204 4,746 0 0.00 435 3.57 0.0272
2020-11-03 2020-09-30 13F Duke Energy COM NEW 26441C204 4,746 0 0.00 420 10.82 0.0543
2020-07-17 2020-06-30 13F/A-1 Duke Energy COM NEW 26441C204 4,746 -43 -0.90 379 -2.07 0.0530
2020-07-17 2020-06-30 13F Duke Energy COM NEW 26441C204 1,000 -3,789 379 53,037.0350
2020-05-05 2020-03-31 13F Duke Energy COM NEW 26441C204 4,789 -458 -8.73 387 -19.04 0.0694
2020-02-04 2019-12-31 13F Duke Energy COM NEW 26441C204 5,247 -208 -3.81 479 -8.43 0.0632
2019-10-30 2019-09-30 13F Duke Energy COM NEW 26441C204 5,455 128 2.40 522 11.06 0.0769
2019-08-05 2019-06-30 13F Duke Energy COM NEW 26441C204 5,327 649 13.87 470 11.64 0.0721
2019-05-06 2019-03-31 13F Duke Energy COM NEW 26441C204 4,678 666 16.60 421 21.68 0.0692
2019-01-26 2018-12-31 13F Duke Energy COM NEW 26441C204 4,012 0 0.00 346 7.79 0.0676
2018-11-14 2018-09-30 13F Duke Energy COM NEW 26441C204 4,012 0 0.00 321 1.26 0.0629
2018-07-19 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,012 1,136 39.50 317 42.15 0.1185
2018-05-10 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,876 -6 -0.21 223 -8.23 0.0926
2018-02-02 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,882 6 0.21 243 0.41 0.1040
2017-11-07 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,876 0 0.00 242 0.83 0.1218
2017-07-27 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,876 0 0.00 240 1.69 0.1242
2017-05-10 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,876 0 0.00 236 5.83 0.1272
2017-01-27 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,876 0 0.00 223 -3.04 0.1458
2016-10-28 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,876 0 0.00 230 -6.88 0.1593
2016-08-04 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,876 100 3.60 247 10.76 0.1668
2016-05-02 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,776 2,776 0.00 223 0.1748
2016-02-02 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -2,821 -100.00 0 -100.00
2015-10-22 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,821 2,821 0.00 203 0.1745
2015-05-06 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -2,733 -100.00 0 -100.00
2015-02-10 2014-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,733 0 0.00 228 11.76 0.2036
2014-11-13 2014-09-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 2,733 2,733 204 0.2121
2014-11-07 2014-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,733 204 0.2120
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.