Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionKmg Fiduciary Partners, Llc
Latest Disclosed Ownership62,124 shares
Latest Disclosed Value $ 8,134,488
Kmg Fiduciary Partners, Llc reports 0.11% increase in ownership of DUK / Duke Energy Corporation

On April 13, 2026 - Kmg Fiduciary Partners, Llc filed a 13F-HR form disclosing ownership of 62,124 shares of Duke Energy Corporation (US:DUK) valued at $8,134,517 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 62,057 shares of Duke Energy Corporation. This represents a change in shares of 0.11% during the quarter. The current value of the position is $7,519,489 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-13 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 62,124 67 0.11 8,134 11.84 0.6017
2026-01-14 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 62,057 1,695 2.81 7,274 -2.62 0.5171
2025-10-10 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 60,362 5,585 10.20 7,470 15.57 0.5013
2025-07-10 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 54,777 -35 -0.06 6,464 -3.32 0.4789
2025-04-14 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 54,812 2,715 5.21 6,685 19.12 0.5553
2025-01-15 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 52,097 2,705 5.48 5,613 -1.44 0.4646
2024-10-17 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 49,392 -8,311 -14.40 5,695 -1.54 0.4919
2024-07-18 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 57,703 2,140 3.85 5,784 7.63 0.5686
2024-04-10 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 55,563 1,039 1.91 5,374 1.57 0.5567
2024-01-10 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 54,524 -1,584 -2.82 5,291 6.83 0.6162
2023-10-25 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 56,108 -530 -0.94 4,952 -2.56 0.6543
2023-07-14 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 56,638 10,999 24.10 5,083 15.45 0.6578
2023-04-13 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 45,639 2,787 6.50 4,403 -0.25 0.6315
2023-01-12 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 42,852 4,698 12.31 4,413 24.34 0.7246
2022-10-27 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 38,154 11,992 45.84 3,549 26.52 0.6828
2022-07-13 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 26,162 2,892 12.43 2,805 7.97 0.5229
2022-04-19 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 23,270 4,393 23.27 2,598 31.21 0.4154
2022-01-12 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,877 -37 -0.20 1,980 7.26 0.3064
2021-10-12 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 18,914 -601 -3.08 1,846 -4.20 0.3141
2021-07-20 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,515 890 4.78 1,927 7.17 0.3401
2021-04-08 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,625 1,619 9.52 1,798 17.82 0.3507
2021-01-13 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 17,006 1,102 6.93 1,526 8.38 0.3217
2020-10-13 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 15,904 -347 -2.14 1,408 8.47 0.3501
2020-07-22 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 16,251 -278 -1.68 1,298 -2.92 0.3605
2020-04-29 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 16,529 -12,271 -42.61 1,337 -49.11 0.4341
2020-01-29 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 28,800 664 2.36 2,627 -2.60 0.8003
2019-10-15 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 28,136 1,437 5.38 2,697 14.47 0.9155
2019-07-26 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 26,699 2,846 11.93 2,356 9.73 0.8518
2019-04-16 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 23,853 834 3.62 2,147 8.05 0.8152
2019-04-15 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 23,019 23,019 1,987 0.9032
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.