Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionKovack Advisors, Inc.
Latest Disclosed Ownership15,410 shares
Latest Disclosed Value $ 2,017,506
Kovack Advisors, Inc. reports 73.91% increase in ownership of DUK / Duke Energy Corporation

On May 12, 2026 - Kovack Advisors, Inc. filed a 13F-HR form disclosing ownership of 15,410 shares of Duke Energy Corporation (US:DUK) valued at $2,017,785 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on February 17, 2026 disclosing 8,861 shares of Duke Energy Corporation. This represents a change in shares of 73.91% during the quarter. The current value of the position is $1,865,226 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)
2026-05-12 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 15,410 6,549 73.91 2,018 94.32 0.1076
2026-02-17 2025-12-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 8,861 2,912 48.95 1,039 41.03 0.0483
2026-02-12 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,860 2,911 723 0.0553
2025-11-10 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,949 -2,359 -28.39 736 -24.90 0.0693
2025-08-04 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,308 -114 -1.35 980 -4.58 0.0961
2025-05-06 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,422 -608 -6.73 1,027 5.66 0.1087
2025-02-05 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,030 631 7.51 973 0.41 0.0955
2024-11-05 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,399 -582 -6.48 968 7.56 0.1026
2024-08-05 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,981 298 3.43 900 7.27 0.0991
2024-04-19 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,683 1,543 21.61 840 21.24 0.1017
2024-02-02 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,140 -69 -0.96 693 8.81 0.0823
2023-10-19 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,209 -333 -4.42 636 -5.92 0.0887
2023-07-21 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,542 291 4.01 677 -3.29 0.0867
2023-04-21 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,251 103 1.44 700 -5.03 0.0954
2023-02-22 2022-12-31 13F DUKE ENERGY ORD ORD 26441C204 7,148 1,555 27.80 736 41.54 0.1076
2022-11-14 2022-09-30 13F DUKE ENERGY ORD ORD 26441C204 5,593 -840 -13.06 520 -24.64 0.0764
2022-08-10 2022-06-30 13F DUKE ENERGY ORD ORD 26441C204 6,433 -130 -1.98 690 -5.74 0.0911
2022-05-16 2022-03-31 13F DUKE ENERGY ORD ORD 26441C204 6,563 110 1.70 732 8.12 0.0752
2022-01-18 2021-12-31 13F DUKE ENERGY ORD ORD 26441C204 6,453 -30 -0.46 677 6.95 0.0654
2021-11-03 2021-09-30 13F DUKE ENERGY ORD ORD 26441C204 6,483 80 1.25 633 0.16 0.0688
2021-07-29 2021-06-30 13F DUKE ENERGY ORD ORD 26441C204 6,403 361 5.97 632 8.40 0.0719
2021-05-04 2021-03-31 13F DUKE ENERGY ORD ORD 26441C204 6,042 1,205 24.91 583 31.60 0.0758
2021-01-14 2020-12-31 13F DUKE ENERGY ORD ORD 26441C204 4,837 18 0.37 443 3.75 0.0638
2020-11-02 2020-09-30 13F DUKE ENERGY ORD ORD 26441C204 4,819 483 11.14 427 23.41 0.0760
2020-07-31 2020-06-30 13F DUKE ENERGY ORD ORD 26441C204 4,336 378 9.55 346 8.13 0.0674
2020-04-30 2020-03-31 13F DUKE ENERGY ORD ORD 26441C204 3,958 79 2.04 320 -9.60 0.0739
2020-01-29 2019-12-31 13F DUKE ENERGY ORD ORD 26441C204 3,879 797 25.86 354 20.00 0.0633
2019-10-31 2019-09-30 13F DUKE ENERGY ORD ORD 26441C204 3,082 603 24.32 295 34.70 0.0605
2019-08-14 2019-06-30 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 2,479 -75 -2.94 219 -4.78 0.0501
2019-05-03 2019-03-31 13F DUKE ENERGY CORP NEW COM COM 26441C204 2,554 -438 -14.64 230 -10.85 0.0573
2019-02-06 2018-12-31 13F DUKE ENERGY CORP NEW COM COM 26441C204 2,992 -255 -7.85 258 -0.77 0.0754
2018-10-09 2018-09-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 3,247 -781 -19.39 260 -18.50 0.0671
2018-08-01 2018-06-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 4,028 -944 -18.99 319 -17.14 0.0891
2018-05-15 2018-03-31 13F DUKE ENERGY CORP NEW COM COM 26441C204 4,972 1,387 38.69 385 27.48 0.0966
2018-05-15 2017-12-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 3,585 -566 -13.64 302 -13.22 0.0763
2018-02-01 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,547 551
2018-08-02 2017-09-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 4,151 -353 -7.84 348 -7.69 0.1154
2018-08-30 2017-06-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 4,504 4,504 377 0.1190
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.