Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionMoneta Group Investment Advisors Llc
Latest Disclosed Ownership9,280 shares
Latest Disclosed Value $ 1,215,087
Moneta Group Investment Advisors Llc reports 7.89% increase in ownership of DUK / Duke Energy Corporation

On May 12, 2026 - Moneta Group Investment Advisors Llc filed a 13F-HR form disclosing ownership of 9,280 shares of Duke Energy Corporation (US:DUK) valued at $1,215,123 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 8,601 shares of Duke Energy Corporation. This represents a change in shares of 7.89% during the quarter. The current value of the position is $1,123,251 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)
2026-05-12 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,280 679 7.89 1,215 20.54 0.0091
2026-02-12 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,601 439 5.38 1,008 -0.20 0.0076
2025-11-14 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,162 922 12.73 1,010 18.27 0.0080
2025-08-14 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,240 856 13.41 854 9.77 0.0102
2025-05-15 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,384 -70 -1.08 779 11.94 0.0107
2025-02-11 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,454 381 6.27 695 -0.71 0.0097
2024-11-12 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,073 -97 -1.57 700 13.27 0.0102
2024-08-13 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,170 141 2.34 618 6.00 0.0099
2024-08-13 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,029 -1,869 -23.66 583 -23.89 0.0095
2024-02-15 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,898 1,347 20.56 766 32.53 0.0151
2023-11-15 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,551 -1,984 -23.25 578 -24.44 0.0131
2023-08-15 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,535 -634 -6.91 766 -13.46 0.0170
2023-05-15 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,169 2,322 33.91 885 26.11 0.0212
2023-02-16 2022-12-31 13F/A-2 DUKE ENERGY CORP COM NEW 26441C204 6,847 -958 -12.27 701 -3.44 0.0192
2023-02-16 2022-12-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 7,847 42 808 0.0208
2023-02-15 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,846,616 7,838,811 808 0.0208
2022-11-14 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,805 -562 -6.72 726 -19.06 0.0277
2022-08-15 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,367 -96 -1.13 897 -5.08 0.0306
2022-05-11 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,463 2,705 46.98 945 56.46 0.0371
2022-02-11 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,758 788 15.86 604 24.54 0.0246
2021-11-12 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,970 260 5.52 485 4.30 0.0224
2021-08-13 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,710 525 12.54 465 15.10 0.0214
2021-05-14 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,185 4,185 404 0.0214
2020-11-13 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 0 -3,530 -100.00 0 -100.00
2020-08-12 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,530 3,530 282 0.0268
2020-05-12 2020-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 0 -1,908 -100.00 0 -100.00
2020-02-11 2019-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 1,908 500 35.51 174 28.89 0.0146
2019-11-12 2019-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 1,408 1,408 135 0.0126
2018-11-13 2018-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 0 -2,364 -100.00 0 -100.00
2018-08-15 2018-06-30 13F/A-2 DUKE ENERGY CORP NEW COM Stock 26441C204 2,364 -49,572 -95.45 187 -18.34 0.0208
2018-08-15 2018-06-30 13F/A-1 DUKE ENERGY CORP NEW COM Stock 26441C204 51,353 48,989 187 0.0205
2018-08-14 2018-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 51,471 200
2018-05-14 2018-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 51,936 50,245 2,971.32 229 61.27 0.0305
2018-02-13 2017-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 1,691 1,691 142 0.0215
2017-08-14 2017-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 0 -2,574 -100.00 0 -100.00
2017-05-15 2017-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,574 -710 -21.62 211 -17.25 0.0418
2017-02-14 2016-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,284 3,284 0.00 255 0.0523
2016-11-15 2016-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 0 -2,384 -100.00 0 -100.00
2016-08-17 2016-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,384 2,384 0.00 205 0.0449
2016-02-16 2015-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 0 -2,692 -100.00 0 -100.00
2015-11-16 2015-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,692 2,692 194 0.0540
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.