Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionJackson Wealth Management, LLC
Latest Disclosed Ownership3,043 shares
Latest Disclosed Value $ 398,000
Jackson Wealth Management, LLC ownership in DUK / Duke Energy Corporation

On May 11, 2026 - Jackson Wealth Management, LLC filed a 13F-HR form disclosing ownership of 3,043 shares of Duke Energy Corporation (US:DUK) valued at $398,450 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 3,043 shares of Duke Energy Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $368,325 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)
2026-05-11 2026-03-31 13F DUKE ENERGY CORP NEWCOM DUK 26441C204 3,043 0 0.00 398 11.48 0.0402
2026-01-20 2025-12-31 13F DUKE ENERGY CORP NEW COM DUK 26441C204 3,043 -171 -5.32 357 -10.30 0.0348
2025-10-03 2025-09-30 13F DUKE ENERGY CORP NEW COM DUK 26441C204 3,214 171 5.62 398 10.86 0.0398
2025-07-21 2025-06-30 13F DUKE ENERGY CORP NEW COM DUK 26441C204 3,043 0 0.00 359 -3.23 0.0391
2025-04-29 2025-03-31 13F DUKE ENERGY CORP NEW COM DUK 26441C204 3,043 0 0.00 371 13.11 0.0451
2025-01-27 2024-12-31 13F DUKE ENERGY CORP NEW COM DUK 26441C204 3,043 0 0.00 328 -6.55 0.0372
2024-10-22 2024-09-30 13F DUKE ENERGY CORP NEW COM DUK 26441C204 3,043 0 0.00 351 15.08 0.0419
2024-07-01 2024-06-30 13F DUKE ENERGY CORP NEW COM DUK 26441C204 3,043 0 0.00 305 3.74 0.0654
2024-06-11 2024-03-31 13F DUKE ENERGY CORP NEW COM DUK 26441C204 3,043 0 0.00 294 -0.34 0.0367
2024-02-14 2023-12-31 13F DUKE ENERGY CORP NEW COM DUK 26441C204 3,043 0 0.00 295 9.67 0.0388
2023-11-14 2023-09-30 13F DUKE ENERGY CORP NEW COM DUK 26441C204 3,043 0 0.00 269 -1.47 0.0385
2023-08-02 2023-06-30 13F DUKE ENERGY CORP NEW COM DUK 26441C204 3,043 -471 -13.40 273 -19.23 0.0401
2023-05-12 2023-03-31 13F DUKE ENERGY CORP NEW COM DUK 26441C204 3,514 -54,826 -93.98 339 -94.37 0.2550
2023-02-10 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 58,340 -19,856 -25.39 6,008 -17.40 2.2080
2022-11-14 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 78,196 47,699 156.41 7,274 122.45 1.4325
2022-08-01 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 30,497 -52,625 -63.31 3,270 -64.77 1.5150
2022-05-05 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 83,122 48,782 142.06 9,281 157.66 1.2884
2022-02-09 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 34,340 294 0.86 3,602 14,908.33 0.4558
2021-12-10 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 34,046 376 1.12 24 -99.28 0.2908
2021-08-03 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 33,670 210 0.63 3,324 2.91 0.4205
2021-04-12 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 33,460 244 0.73 3,230 6.22 0.4842
2021-02-02 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 33,216 -66 -0.20 3,041 3.19 0.4147
2020-10-13 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 33,282 2,267 7.31 2,947 18.93 0.4416
2020-07-27 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 31,015 1,805 6.18 2,478 3.68 0.4404
2020-05-13 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 29,210 -10,701 -26.81 2,390 -37.76 0.4996
2020-02-04 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 39,911 -5,286 -11.70 3,840 -11.72 0.6373
2019-11-07 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 45,197 8,146 21.99 4,350 30.91 0.9110
2019-07-12 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 37,051 1,347 3.77 3,323 3.42 0.7228
2019-05-09 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 35,704 799 2.29 3,213 8.73 0.7854
2019-01-24 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 34,905 532 1.55 2,955 7.45 0.8849
2018-11-14 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 34,373 1,757 5.39 2,750 5.16 0.5785
2018-08-08 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 32,616 4,277 15.09 2,615 18.76 0.6089
2018-05-03 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 28,339 -7,174 -20.20 2,202 -23.67 0.6150
2018-02-05 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 35,513 210 0.59 2,885 -4.75 0.7319
2017-11-09 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 35,303 35,303 3,029 0.8200
2016-05-02 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 0 0 0.0000
2016-02-04 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -2,025 -100.00 0 -100.00
2015-10-30 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,025 2,025 146 0.0523
2015-07-29 2015-06-30 13F DUKE ENERGY HOLDINGS CORP COM COM 26441C204 0 -3,549 -100.00 0 -100.00
2015-05-04 2015-03-31 13F DUKE ENERGY HOLDINGS CORP COM COM 26441C204 3,549 -369 -9.42 272 -16.82 0.0876
2015-02-06 2014-12-31 13F DUKE ENERGY HOLDINGS CORP COM COM 26441C204 3,918 3,918 327 0.1067
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.