Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionKcm Investment Advisors Llc
Latest Disclosed Ownership9,982 shares
Latest Disclosed Value $ 1,307,071
Kcm Investment Advisors Llc reports 1.11% increase in ownership of DUK / Duke Energy Corporation

On May 15, 2026 - Kcm Investment Advisors Llc filed a 13F-HR form disclosing ownership of 9,982 shares of Duke Energy Corporation (US:DUK) valued at $1,307,043 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 9,872 shares of Duke Energy Corporation. This represents a change in shares of 1.11% during the quarter. The current value of the position is $1,208,221 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)
2026-05-15 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,982 110 1.11 1,307 12.96 0.0434
2026-02-13 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,872 731 8.00 1,157 2.30 0.0371
2025-11-12 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 9,141 279 3.15 1,131 8.23 0.0364
2025-08-06 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,862 941 11.88 1,046 8.18 0.0351
2025-05-14 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,921 541 7.33 966 21.51 0.0347
2025-02-13 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,380 -17 -0.23 795 -6.69 0.0274
2024-11-06 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,397 6 0.08 853 15.14 0.0289
2024-07-29 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,391 0 0.00 741 3.64 0.0266
2024-05-07 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,391 -345 -4.46 715 -4.80 0.0264
2024-02-13 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,736 -1,040 -11.85 751 -3.10 0.0299
2023-11-08 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,776 -583 -6.23 775 -7.75 0.0334
2023-08-09 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 9,359 -822 -8.07 840 -14.56 0.0337
2023-05-09 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,181 -953 -8.56 982 98,100.00 0.0398
2023-01-31 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,134 -88 -0.78 1 -99.90 0.0494
2022-11-10 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,222 609 5.74 1,044 -8.26 0.0483
2022-08-15 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,613 1,107 11.65 1,138 7.26 0.0497
2022-05-13 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,506 1,120 13.36 1,061 20.57 0.0388
2022-02-14 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,386 750 9.82 880 18.12 0.0306
2021-11-12 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,636 36 0.47 745 -0.67 0.0296
2021-10-21 2021-06-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 7,600 -2,223 -22.63 750 -20.89 0.0303
2021-08-12 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,600 -2,223 750 0.0210
2021-05-13 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,823 3,282 50.18 948 58.26 0.0420
2021-02-19 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,541 2,155 49.13 599 54.38 0.0289
2020-11-16 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,386 -500 -10.23 388 -0.51 0.0215
2020-08-14 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,886 0 0.00 390 -1.27 0.0219
2020-04-27 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,886 154 3.25 395 -8.56 0.0266
2020-02-18 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,732 -2,240 -32.13 432 -35.33 0.0235
2019-11-15 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,972 0 0.00 668 8.62 0.0388
2019-08-14 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,972 360 5.44 615 3.36 0.0368
2019-05-16 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,612 173 2.69 595 7.01 0.0385
2019-02-12 2018-12-31 13F Duke Energy COM 26441C204 6,439 170 2.71 556 10.76 0.0368
2018-11-07 2018-09-30 13F Duke Energy COM 26441C204 6,269 -133 -2.08 502 -0.79 0.0287
2018-08-10 2018-06-30 13F Duke Energy COM 26441C204 6,402 -724 -10.16 506 -8.33 0.0311
2018-05-09 2018-03-31 13F/A-1 Duke Energy COM 26441C204 7,126 -411 -5.45 552 -12.93 0.0335
2018-05-09 2018-03-31 13F Duke Energy COM 26441C204 7,126 -411 552
2018-02-22 2017-12-31 13F Duke Energy COM 26441C204 7,537 -17 -0.23 634 0.00 0.0371
2017-11-13 2017-09-30 13F Duke Energy COM 26441C204 7,554 -263 -3.36 634 -2.91 0.0388
2017-08-10 2017-06-30 13F Duke Energy COM 26441C204 7,817 -1,219 -13.49 653 -11.88 0.0409
2017-05-15 2017-03-31 13F Duke Energy COM 26441C204 9,036 -300 -3.21 741 2.21 0.0474
2017-02-22 2016-12-31 13F/A-1 Duke Energy COM 26441C204 9,336 -228 -2.38 725 -5.35 0.0488
2017-02-14 2016-12-31 13F Duke Energy COM 26441C204 9,336 725
2016-11-15 2016-09-30 13F Duke Energy COM 26441C204 9,564 78 0.82 766 -5.90 0.0525
2016-08-15 2016-06-30 13F Duke Energy COM 26441C204 9,486 -1,174 -11.01 814 -5.35 0.0569
2016-05-10 2016-03-31 13F Duke Energy COM 26441C204 10,660 -3,147 -22.79 860 -12.78 0.0633
2016-02-12 2015-12-31 13F Duke Energy COM 26441C204 13,807 3,704 36.66 986 35.63 0.0779
2015-11-12 2015-09-30 13F Duke Energy COM 26441C204 10,103 -566 -5.31 727 -3.45 0.0603
2015-08-14 2015-06-30 13F Duke Energy COM 26441C204 10,669 13 0.12 753 -7.95 0.0599
2015-05-14 2015-03-31 13F Duke Energy COM 26441C204 10,656 -37,969 -78.09 818 -79.86 0.0655
2015-02-12 2014-12-31 13F Duke Energy COM 26441C204 48,625 3,211 7.07 4,062 19.61 0.3414
2014-11-10 2014-09-30 13F Duke Energy COM 26441C204 45,414 4,692 11.52 3,396 12.41 0.3108
2014-08-01 2014-06-30 13F Duke Energy COM 26441C204 40,722 1,803 4.63 3,021 8.98 0.2824
2014-05-20 2014-03-31 13F Duke Energy COM 26441C204 38,919 9,337 31.56 2,772 35.82 0.2864
2014-02-10 2013-12-31 13F Duke Energy COM 26441C204 29,582 56 0.19 2,041 3.50 0.2221
2013-11-14 2013-09-30 13F Duke Energy COM 26441C204 29,526 -1,535 -4.94 1,972 -5.96 0.2353
2013-08-13 2013-06-30 13F Duke Energy COM 26441C204 31,061 31,061 2,097 0.2534
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.