Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionMeridian Financial Partners LLC
Latest Disclosed Ownership14,119 shares
Latest Disclosed Value $ 1,861,167
Meridian Financial Partners LLC reports 0.12% decrease in ownership of DUK / Duke Energy Corporation

On April 15, 2026 - Meridian Financial Partners LLC filed a 13F-HR form disclosing ownership of 14,119 shares of Duke Energy Corporation (US:DUK) valued at $1,848,742 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 14,136 shares of Duke Energy Corporation. This represents a change in shares of -0.12% during the quarter. The current value of the position is $1,708,964 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)
2026-04-15 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 14,119 -17 -0.12 1,861 10.31 0.7073
2026-02-05 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 14,136 307 2.22 1,687 -2.54 0.6675
2025-10-20 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 13,829 164 1.20 1,732 173,000.00 0.7195
2025-08-07 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 13,665 78 0.57 2 0.00 0.7576
2025-04-14 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,587 -81 -0.59 2 0.00 0.8408
2025-01-14 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,668 43 0.32 1 0.00 0.7776
2024-10-17 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 13,625 57 0.42 2 0.00 0.7943
2024-07-19 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 13,568 275 2.07 1 0.00 0.8620
2024-04-17 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,293 142 1.08 1 0.00 1.5873
2024-01-19 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,151 358 2.80 1 0.00 1.2931
2023-10-20 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 12,793 57 0.45 1 0.00 1.1496
2023-07-24 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 12,736 707 5.88 1 0.00 0.7134
2023-04-19 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,029 -31 -0.26 1 0.00 1.3303
2023-01-20 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,060 329 2.80 1 -99.90 1.3823
2022-10-24 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,731 210 1.82 1,018 -17.03 1.4428
2022-07-29 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,521 239 2.12 1,227 -2.62 0.8323
2022-05-02 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,282 -137 -1.20 1,260 7.97 1.8797
2022-01-27 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,419 680 6.33 1,167 7.96 0.7897
2021-10-25 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,739 -6 -0.06 1,081 -3.05 0.7256
2021-07-21 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,745 299 2.86 1,115 5.29 0.7617
2021-04-21 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,446 292 2.88 1,059 14.86 0.7967
2021-01-21 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,154 66 0.65 922 -1.91 0.7122
2020-11-02 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,088 579 6.09 940 20.98 0.7924
2020-07-21 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 9,509 3,118 48.79 777 34.90 0.7038
2020-04-21 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,391 382 6.36 576 6.08 0.6221
2020-01-13 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,009 94 1.59 543 -3.04 0.5439
2019-10-07 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,915 845 16.67 560 23.08 0.6284
2019-07-19 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,070 208 4.28 455 5.08 0.5087
2019-05-01 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,862 1,540 46.36 433 50.87 0.4903
2019-01-16 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,322 3,322 287 0.3863
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.