Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionLegacy Financial Advisors, Inc.
Latest Disclosed Ownership7,393 shares
Latest Disclosed Value $ 968,082
Legacy Financial Advisors, Inc. reports 1.99% increase in ownership of DUK / Duke Energy Corporation

On April 30, 2026 - Legacy Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 7,393 shares of Duke Energy Corporation (US:DUK) valued at $968,039 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 7,249 shares of Duke Energy Corporation. This represents a change in shares of 1.99% during the quarter. The current value of the position is $894,849 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)
2026-04-30 2026-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,393 144 1.99 968 14.02 0.1354
2026-02-04 2025-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,249 -51 -0.70 850 -5.98 0.1175
2025-11-10 2025-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,300 1,112 17.97 903 23.70 0.1245
2025-08-07 2025-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,188 112 1.84 730 -1.48 0.1141
2025-05-14 2025-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,076 188 3.19 741 16.88 0.1239
2025-02-13 2024-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,888 -26 -0.44 634 -6.90 0.1049
2024-11-14 2024-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,914 108 1.86 682 17.21 0.1145
2024-08-13 2024-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,806 238 4.27 582 7.99 0.1036
2024-05-14 2024-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,568 211 3.94 538 3.66 0.0965
2024-02-13 2023-12-31 13F/A-1 DUKE ENERGY CORP NEW COM Stock 26441C204 5,357 235 4.59 520 14.82 0.0998
2024-02-06 2023-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,357 235 520 0.1001
2023-11-13 2023-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,122 757 17.34 452 15.60 0.0905
2023-08-08 2023-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,365 -1,610 -26.95 392 -32.12 0.0732
2023-05-03 2023-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,975 176 3.04 576 -3.52 0.1178
2023-02-06 2022-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,799 1,321 29.50 597 43.51 0.1287
2022-11-09 2022-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,478 305 7.31 416 -6.94 0.0995
2022-08-08 2022-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,173 190 4.77 447 0.45 0.1111
2022-05-04 2022-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,983 68 1.74 445 8.27 0.1001
2022-02-04 2021-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,915 29 0.75 411 8.44 0.0943
2021-10-26 2021-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,886 1,281 49.17 379 47.47 0.0929
2021-07-21 2021-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,605 127 5.13 257 7.53 0.0651
2021-04-28 2021-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,478 215 9.50 239 15.46 0.0655
2021-02-02 2020-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,263 -2,333 -50.76 207 -49.14 0.0585
2020-11-09 2020-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,596 4,596 407 0.1242
2020-05-12 2020-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 0 -8,591 -100.00 0 -100.00
2020-01-27 2019-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 8,591 -36 -0.42 784 -5.20 0.2480
2019-11-07 2019-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 8,627 -6 -0.07 827 8.53 0.2749
2019-08-07 2019-06-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 8,633 -2 -0.02 762 -1.93 0.2695
2019-05-14 2019-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 8,635 -387 -4.29 777 -0.26 0.2633
2019-01-16 2018-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 9,022 208 2.36 779 10.50 0.3016
2018-10-30 2018-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 8,814 2,310 35.52 705 34.54 0.2554
2018-07-17 2018-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,504 203 3.22 524 7.38 0.1989
2018-04-12 2018-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,301 222 3.65 488 -4.50 0.1940
2018-02-09 2017-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,079 6,079 511 0.2097
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.