Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionLake Street Financial Llc
Latest Disclosed Ownership3,737 shares
Latest Disclosed Value $ 489,323
Lake Street Financial Llc ownership in DUK / Duke Energy Corporation

On April 13, 2026 - Lake Street Financial Llc filed a 13F-HR form disclosing ownership of 3,737 shares of Duke Energy Corporation (US:DUK) valued at $489,323 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 3,737 shares of Duke Energy Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $452,326 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 3,737 0 0.00 489 11.64 0.0623
2026-01-07 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,737 120 3.32 438 -2.01 0.0536
2025-11-10 2025-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,617 -100 -2.69 448 2.05 0.0577
2025-08-11 2025-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,717 0 0.00 439 -3.31 0.0624
2025-04-10 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,717 275 7.99 453 22.43 0.0738
2025-01-15 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,442 -925 -21.18 371 -26.44 0.0592
2024-10-22 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,367 -2,032 -31.75 504 -21.53 0.0807
2024-07-12 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,399 -150 -2.29 641 1.26 0.0830
2024-04-19 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,549 -325 -4.73 633 -5.10 0.0874
2024-01-10 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,874 -1,030 -13.03 667 -4.71 0.1050
2023-10-20 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,904 17 0.22 701 -0.99 0.1261
2023-07-18 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,887 -173 -2.15 708 -9.01 0.1243
2023-04-17 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,060 2,417 42.83 778 33.73 0.1450
2023-01-25 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,643 661 13.27 581 25.49 0.1202
2022-10-21 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,982 -100 -1.97 463 -15.05 0.1063
2022-07-12 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,082 -390 -7.13 545 -10.80 0.1148
2022-05-09 2022-03-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 5,472 -250 -4.37 611 1.83 0.1097
2022-04-29 2022-03-31 13F DUKE ENERGY COM NEW 26441C204 10,915 5,193 1,219 0.7835
2022-01-24 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,722 120 2.14 600 9.69 0.1053
2021-10-07 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,602 -230 -3.94 547 -5.85 0.1328
2021-07-14 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,832 -110 -1.85 581 1.22 0.1479
2021-04-16 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,942 -350 -5.56 574 -0.35 0.1586
2021-01-19 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,292 100 1.61 576 5.11 0.1663
2020-10-09 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,192 200 3.34 548 14.64 0.1841
2020-07-14 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,992 550 10.11 478 8.64 0.1771
2020-04-07 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,442 925 20.48 440 6.80 0.2004
2020-01-13 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,517 78 1.76 412 -3.29 0.1578
2019-10-18 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,439 -532 -10.70 426 -2.96 0.1938
2019-07-29 2019-06-30 13F DUKE ENERGY CORP NEW COM Common Stock 26441C204 4,971 721 16.96 439 14.62 0.2586
2019-04-11 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,250 4,250 383 0.2633
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.