Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionNelson, Van Denburg & Campbell Wealth Management Group, LLC
Latest Disclosed Ownership3,528 shares
Latest Disclosed Value $ 462,015
Nelson, Van Denburg & Campbell Wealth Management Group, LLC reports 0.31% increase in ownership of DUK / Duke Energy Corporation

On April 9, 2026 - Nelson, Van Denburg & Campbell Wealth Management Group, LLC filed a 13F-HR form disclosing ownership of 3,528 shares of Duke Energy Corporation (US:DUK) valued at $461,956 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 3,517 shares of Duke Energy Corporation. This represents a change in shares of 0.31% during the quarter. The current value of the position is $427,029 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)
2026-04-09 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,528 11 0.31 462 12.14 0.0131
2026-01-06 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,517 365 11.58 412 5.64 0.0128
2025-11-14 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,152 -165 -4.97 390 -0.26 0.0126
2025-07-17 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,317 123 3.85 391 0.51 0.0135
2025-04-21 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,194 -3,476 -52.11 390 -45.82 0.0148
2025-01-17 2024-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,670 -632 -8.66 719 -14.63 0.0263
2024-11-08 2024-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,302 -91 -1.23 842 13.50 0.0335
2024-08-13 2024-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,393 134 1.85 741 5.56 0.0319
2024-04-30 2024-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,259 1,714 30.91 702 30.48 0.0326
2024-01-30 2023-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,545 -669 -10.77 538 -1.82 0.0326
2023-10-17 2023-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,214 0 0.00 548 -1.62 0.0371
2023-07-19 2023-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,214 257 4.31 558 -2.96 0.0363
2023-05-10 2023-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,957 -840 -12.36 575 -18.00 0.0394
2023-02-14 2022-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,797 1,133 20.00 700 33.08 0.0528
2022-10-26 2022-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,664 -754 -11.75 526 -23.44 0.0435
2022-08-10 2022-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,418 4 0.06 687 -3.92 0.0694
2022-05-13 2022-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,414 37 0.58 715 7.04 0.0616
2022-02-14 2021-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,377 -97 -1.50 668 6.03 0.0552
2021-11-02 2021-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,474 -222 -3.32 630 -4.55 0.0520
2021-07-27 2021-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,696 53 0.80 660 3.13 0.0663
2021-05-11 2021-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,643 327 5.18 640 10.92 0.0684
2021-02-09 2020-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,316 177 2.88 577 6.26 0.0712
2020-10-20 2020-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,139 -1,109 -15.30 543 -6.06 0.0774
2020-07-02 2020-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,248 -249 -3.32 578 -4.46 0.0905
2020-04-01 2020-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,497 718 10.59 605 -1.94 0.1193
2020-02-11 2019-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,779 3,975 141.76 617 130.22 0.0989
2019-10-09 2019-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,804 1,147 69.22 268 83.56 0.0470
2019-08-14 2019-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 1,657 -669 -28.76 146 -30.14 0.0262
2019-05-08 2019-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,326 0 0.00 209 4.50 0.0443
2019-02-13 2018-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,326 -47 -1.98 200 5.26 0.0483
2018-11-14 2018-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,373 0 0.00 190 1.06 0.0406
2018-08-16 2018-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,373 -117 -4.70 188 -2.59 0.0424
2018-05-15 2018-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,490 -43 -1.70 193 -9.39 0.0446
2018-02-08 2017-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,533 62 2.51 213 2.90 0.0476
2017-11-08 2017-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,471 43 1.77 207 1.97 0.0681
2017-08-15 2017-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,428 0 0.00 203 2.01 0.0829
2017-05-12 2017-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,428 -187 -7.15 199 -1.97 0.0664
2017-02-08 2016-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,615 -428 -14.07 203 -16.80 0.0758
2016-11-15 2016-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,043 0 0.00 244 -6.51 0.0956
2016-08-05 2016-06-30 13F/A-1 DUKE ENERGY CORP NEW COM Stock 26441C204 3,043 -201 -6.20 261 -0.38 0.1108
2016-08-05 2016-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,244 262
2016-04-27 2016-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,244 51 1.60 262 14.91 0.1159
2016-02-10 2015-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,193 150 4.93 228 4.11 0.1247
2015-11-09 2015-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,043 0 0.00 219 1.86 0.1283
2015-08-21 2015-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,043 -50 -1.62 215 -9.28 0.1678
2015-05-15 2015-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,093 50 1.64 237 -6.69 0.1830
2015-02-12 2014-12-31 13F DUKE ENERGY CORP Stock 26441C204 3,043 0 0.00 254 11.40 0.2021
2014-11-10 2014-09-30 13F DUKE ENERGY CORP Stock 26441C204 3,043 0 0.00 228 0.88 0.1939
2014-08-14 2014-06-30 13F DUKE ENERGY CORP Stock 26441C204 3,043 0 0.00 226 4.15 0.1896
2014-05-14 2014-03-31 13F DUKE ENERGY CORP Stock 26441C204 3,043 -977 -24.30 217 -21.66 0.1813
2014-02-14 2013-12-31 13F DUKE ENERGY CORP Stock 26441C204 4,020 4,020 277 0.2627
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.