Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionLido Advisors, LLC
Latest Disclosed Ownership61,891 shares
Latest Disclosed Value $ 8,104,502
Lido Advisors, LLC reports 8.83% increase in ownership of DUK / Duke Energy Corporation

On May 13, 2026 - Lido Advisors, LLC filed a 13F-HR form disclosing ownership of 61,891 shares of Duke Energy Corporation (US:DUK) valued at $8,104,008 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 56,870 shares of Duke Energy Corporation. This represents a change in shares of 8.83% during the quarter. The current value of the position is $7,491,287 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)
2026-05-13 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 61,891 5,021 8.83 8,105 15.80 0.0236
2026-02-10 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 56,870 2,939 5.45 6,999 4.85 0.0209
2025-11-14 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 53,931 8,096 17.66 6,674 23.41 0.0209
2025-08-13 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 45,835 7,918 20.88 5,409 16.96 0.0211
2025-05-15 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 37,917 4,781 14.43 4,625 29.52 0.0208
2025-02-14 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 33,136 2,223 7.19 3,570 0.17 0.0162
2024-11-14 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 30,913 1,682 5.75 3,564 21.68 0.0178
2024-08-15 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 29,231 3,193 12.26 2,930 16.32 0.0163
2024-05-15 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 26,038 -737 -2.75 2,518 -3.08 0.0148
2024-02-14 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 26,775 -2,606 -8.87 2,598 0.19 0.0176
2023-11-14 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 29,381 -2,144 -6.80 2,593 -8.34 0.0197
2023-08-09 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 31,525 763 2.48 2,829 -4.65 0.0202
2023-05-15 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 30,762 3,694 13.65 2,968 6.46 0.0289
2023-02-14 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,068 1,919 7.63 2,788 19.20 0.0340
2022-11-14 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 25,149 215 0.86 2,338 -12.53 0.0294
2022-08-15 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 24,934 342 1.39 2,673 -2.62 0.0354
2022-05-17 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 24,592 284 1.17 2,745 7.69 0.0306
2022-02-15 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 24,308 222 0.92 2,549 8.47 0.0278
2022-02-15 2021-09-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 24,086 5,167 27.31 2,350 25.80 0.0328
2021-11-12 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 23,236 4,317 2,268 0.0294
2021-08-12 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 18,919 4,615 32.26 1,868 35.26 0.0260
2021-05-13 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 14,304 190 1.35 1,381 6.89 0.0402
2021-02-08 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 14,114 -2,574 -15.42 1,292 -12.58 0.0434
2020-11-12 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 16,688 1,872 12.63 1,478 24.83 0.0634
2020-08-12 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 14,816 -1,682 -10.20 1,184 -11.24 0.0577
2020-05-13 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 16,498 -372 -2.21 1,334 -13.32 0.0862
2020-02-07 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 16,870 1,428 9.25 1,539 3.99 0.0896
2019-11-12 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 15,442 1,663 12.07 1,480 21.81 0.1150
2019-08-14 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 13,779 190 1.40 1,215 -0.65 0.1028
2019-05-10 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,589 3,679 37.12 1,223 43.04 0.1093
2019-02-14 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,910 413 4.35 855 12.50 0.1183
2018-11-14 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 9,497 637 7.19 760 8.57 0.0981
2018-08-14 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,860 585 7.07 700 9.20 0.1061
2018-05-09 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,275 2,111 34.25 641 23.75 0.1109
2018-02-15 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,164 23 0.37 518 -4.43 0.0847
2017-11-13 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,141 1,144 22.89 542 29.67 0.0929
2017-08-14 2017-06-30 13F Duke Energy Corp COM NEW 26441C204 4,997 -31 -0.62 418 0.24 0.0868
2017-05-15 2017-03-31 13F Duke Energy Corp COM NEW 26441C204 5,028 -2,972 -37.15 417 -32.85 0.1154
2017-09-21 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,000 2,174 37.32 621 33.26 0.1532
2017-09-21 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,826 2,884 98.03 466 84.92 0.1425
2017-09-18 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,942 2,942 252 0.0777
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.