Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionMCF Advisors LLC
Latest Disclosed Ownership6,306 shares
Latest Disclosed Value $ 825,715
MCF Advisors LLC reports 49.82% increase in ownership of DUK / Duke Energy Corporation

On May 11, 2026 - MCF Advisors LLC filed a 13F-HR form disclosing ownership of 6,306 shares of Duke Energy Corporation (US:DUK) valued at $825,708 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 4,209 shares of Duke Energy Corporation. This represents a change in shares of 49.82% during the quarter. The current value of the position is $763,278 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)
2026-05-11 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,306 2,097 49.82 826 67.34 0.0362
2026-02-11 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,209 1,113 35.95 493 28.72 0.0273
2025-11-05 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,096 40 1.31 383 6.39 0.0235
2025-07-15 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,056 -26 -0.84 361 -4.00 0.0238
2025-05-06 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,082 -114 -3.57 376 9.01 0.0270
2025-01-17 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,196 -67 -2.05 344 -8.51 0.0242
2024-10-24 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,263 63 1.97 376 17.50 0.0264
2024-08-05 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,200 180 5.96 321 9.59 0.0243
2024-04-16 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,020 7 0.23 292 0.00 0.0226
2024-02-01 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,013 0 0.00 292 10.19 0.0239
2023-10-19 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,013 551 22.38 266 20.45 0.0240
2023-07-24 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,462 0 0.00 221 -7.17 0.0199
2023-04-18 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,462 -1,019 -29.27 238 -33.80 0.0222
2023-01-31 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,481 -1 -0.03 359 10.49 0.0366
2022-11-09 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,482 -12 -0.34 324 -13.60 0.0360
2022-08-11 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,494 -44 -1.24 375 -5.06 0.0396
2022-05-05 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,538 3,538 395 0.0371
2022-02-14 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -3,502 -100.00 0 -100.00
2021-11-12 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,502 -7 -0.20 342 -1.16 0.0346
2021-08-10 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,509 999 39.80 346 42.98 0.0358
2021-05-13 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,510 0 0.00 242 5.22 0.0273
2021-02-09 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,510 -1,368 -35.28 230 -32.94 0.0275
2020-11-12 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,878 183 4.95 343 16.27 0.0453
2020-08-11 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,695 0 0.00 295 -1.34 0.0411
2020-04-24 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,695 278 8.14 299 -4.17 0.0500
2020-02-07 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,417 0 0.00 312 -4.88 0.0475
2019-10-22 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,417 -110 -3.12 328 5.47 0.0534
2019-08-06 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,527 0 0.00 311 -1.89 0.0514
2019-05-07 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,527 -229 -6.10 317 -2.16 0.0548
2019-01-25 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,756 0 0.00 324 7.64 0.0619
2018-10-24 2018-09-30 13F DUKE ENERGY CORP COM 26441C204 3,756 -89 -2.31 301 -0.99 0.0526
2018-07-20 2018-06-30 13F DUKE ENERGY CORP COM 26441C204 3,845 -718 -15.74 304 -13.88 0.0585
2018-05-10 2018-03-31 13F DUKE ENERGY CORP COM 26441C204 4,563 7 0.15 353 -7.83 0.0694
2018-02-06 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,556 19 0.42 383 0.52 0.0710
2017-10-30 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,537 -80 -1.73 381 -1.30 0.0747
2017-07-25 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,617 118 2.62 386 4.61 0.0767
2017-05-02 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,499 20 0.45 369 6.03 0.0774
2017-01-20 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,479 -68 -1.50 348 -4.40 0.0761
2016-11-10 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,547 -965 -17.51 364 -23.04 0.0862
2016-08-11 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,512 520 10.42 473 17.37 0.1158
2016-05-04 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,992 740 17.40 403 32.57 0.1052
2016-02-08 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,252 95 2.29 304 1.67 0.0817
2015-11-09 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,157 -4,075 -49.50 299 -48.54 0.0766
2015-07-24 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,232 -49 -0.59 581 -8.65 0.1462
2015-04-29 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,281 8,281 0.00 636 0.1587
2015-02-04 2014-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -8,748 -100.00 0 -100.00
2014-10-24 2014-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,748 91 1.05 623 0.97 0.1835
2014-07-29 2014-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,657 23 0.27 617 0.33 0.1945
2014-05-13 2014-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,634 518 6.38 615 6.40 0.2067
2014-10-28 2013-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,116 -494 -5.74 578 -5.71 0.2045
2014-10-27 2013-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,610 86 1.01 613 0.99 0.3381
2014-10-27 2013-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,524 28 0.33 607 0.33 0.3653
2014-10-27 2013-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,496 534 6.71 605 6.70 0.3483
2014-11-03 2012-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,962 7 0.09 567 0.00 0.3441
2014-11-03 2012-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,955 -14,416 -64.44 567 -64.41 0.3694
2014-10-31 2012-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 22,371 1,195 5.64 1,593 5.64 0.9646
2014-10-31 2012-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 21,176 86 0.41 1,508 0.40 0.9266
2014-11-03 2011-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 21,090 21,090 1,502 1.0190
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.