Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionHobbs Group Advisors, LLC
Latest Disclosed Ownership3,303 shares
Latest Disclosed Value $ 432,484
Hobbs Group Advisors, LLC reports 0.09% increase in ownership of DUK / Duke Energy Corporation

On May 20, 2026 - Hobbs Group Advisors, LLC filed a 13F-HR form disclosing ownership of 3,303 shares of Duke Energy Corporation (US:DUK) valued at $432,495 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 3,300 shares of Duke Energy Corporation. This represents a change in shares of 0.09% during the quarter. The current value of the position is $399,795 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)
2026-05-20 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,303 3 0.09 432 11.92 0.1293
2026-01-28 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,300 766 30.23 387 23.32 0.1167
2025-11-13 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,534 -86 -3.28 314 1.29 0.0976
2025-07-25 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,620 0 0.00 309 -3.13 0.1057
2025-05-14 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,620 -348 -11.73 320 0.00 0.1215
2025-02-12 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,968 -342 -10.33 320 -16.27 0.1202
2024-11-18 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,310 82 2.54 382 17.96 0.1351
2024-11-18 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,310 382
2024-07-22 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,228 539 20.04 324 24.23 0.1231
2024-02-16 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,689 2,689 261 0.1163
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.