Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionAvantax Planning Partners, Inc.
Latest Disclosed Ownership6,519 shares
Latest Disclosed Value $ 853,650
Avantax Planning Partners, Inc. reports 15.49% decrease in ownership of DUK / Duke Energy Corporation

On May 4, 2026 - Avantax Planning Partners, Inc. filed a 13F-HR form disclosing ownership of 6,519 shares of Duke Energy Corporation (US:DUK) valued at $853,598 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 7,714 shares of Duke Energy Corporation. This represents a change in shares of -15.49% during the quarter. The current value of the position is $789,060 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)
2026-05-04 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,519 -1,195 -15.49 854 -5.64 0.0234
2026-02-05 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,714 -314 -3.91 904 -8.96 0.0253
2025-10-31 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,028 -474 -5.58 993 -1.00 0.0285
2025-08-11 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,502 -170 -1.96 1,003 -5.11 0.0318
2025-04-29 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,672 -292 -3.26 1,058 9.53 0.0374
2025-02-07 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,964 -313 -3.37 966 -9.73 0.0348
2024-11-14 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 9,277 -7,194 -43.68 1,070 -35.21 0.0384
2024-08-09 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 16,471 -13,730 -45.46 1,651 -43.49 0.0531
2024-05-03 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 30,201 8,432 38.73 2,921 38.26 0.0946
2024-02-09 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 21,769 -1,429 -6.16 2,112 3.18 0.0805
2023-11-06 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 23,198 818 3.66 2,047 1.94 0.0857
2023-07-18 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 22,380 -662 -2.87 2,008 -9.63 0.0798
2023-04-21 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 23,042 174 0.76 2,223 -5.65 0.0903
2023-02-10 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 22,868 -5,663 -19.85 2,355 -11.27 0.0935
2022-10-14 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 28,531 406 1.44 2,654 -11.97 0.1195
2022-07-18 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 28,125 1,331 4.97 3,015 0.77 0.1288
2022-05-09 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 26,794 341 1.29 2,992 7.82 0.1188
2022-01-28 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 26,453 1,384 5.52 2,775 13.45 0.1141
2021-10-27 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 25,069 1,728 7.40 2,446 6.16 0.1128
2021-08-10 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 23,341 2,637 12.74 2,304 15.26 0.1081
2021-05-06 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 20,704 -4,877 -19.06 1,999 -14.65 0.1031
2021-02-04 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 25,581 -3,911 -13.26 2,342 -10.34 0.1205
2020-10-28 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 29,492 -438 -1.46 2,612 9.24 0.1380
2020-07-15 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 29,930 9,697 47.93 2,391 46.15 0.1350
2020-04-27 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 20,233 3,283 19.37 1,636 5.82 0.1139
2020-01-15 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 16,950 -801 -4.51 1,546 -9.17 0.0910
2019-11-08 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,751 8,930 101.24 1,702 115.17 0.1045
2019-08-07 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,821 -136 -1.52 791 -1.86 0.0512
2019-05-08 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,957 2,491 38.52 806 44.44 0.0560
2019-02-14 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,466 672 11.60 558 20.26 0.0421
2018-11-13 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,794 -200 -3.34 464 -2.11 0.0372
2018-08-13 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,994 -628 -9.48 474 -7.60 0.0423
2018-05-15 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,622 244 3.83 513 -4.29 0.0441
2018-02-09 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,378 -931 -12.74 536 -12.56 0.0491
2017-10-19 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,309 -1,265 -14.75 613 -14.50 0.0483
2017-07-27 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,574 2,335 37.43 717 40.04 0.0604
2017-04-12 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,239 285 4.79 512 10.82 0.0458
2017-02-09 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,954 5,954 462 0.0493
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.