Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionOakworth Capital, Inc.
Latest Disclosed Ownership4,162 shares
Latest Disclosed Value $ 544,975
Oakworth Capital, Inc. reports 7.94% increase in ownership of DUK / Duke Energy Corporation

On April 24, 2026 - Oakworth Capital, Inc. filed a 13F-HR form disclosing ownership of 4,162 shares of Duke Energy Corporation (US:DUK) valued at $544,972 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 3,856 shares of Duke Energy Corporation. This represents a change in shares of 7.94% during the quarter. The current value of the position is $503,768 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)
2026-04-24 2026-03-31 13F DUKE ENERGY COMMON STOCK 26441C204 4,162 306 7.94 545 20.62 0.0138
2026-01-30 2025-12-31 13F DUKE ENERGY COMMON STOCK 26441C204 3,856 -782 -16.86 452 -21.29 0.0247
2025-11-04 2025-09-30 13F DUKE ENERGY COMMON STOCK 26441C204 4,638 -148 -3.09 574 1.60 0.0332
2025-07-17 2025-06-30 13F DUKE ENERGY COMMON STOCK 26441C204 4,786 -1,014 -17.48 565 -20.23 0.0364
2025-04-24 2025-03-31 13F DUKE ENERGY COMMON STOCK 26441C204 5,800 -2,299 -28.39 707 -18.92 0.0493
2025-01-27 2024-12-31 13F DUKE ENERGY COMMON STOCK 26441C204 8,099 -364 -4.30 873 -10.56 0.0600
2024-10-21 2024-09-30 13F DUKE ENERGY COMMON STOCK 26441C204 8,463 121 1.45 976 16.63 0.0676
2024-07-19 2024-06-30 13F DUKE ENERGY COMMON STOCK 26441C204 8,342 394 4.96 836 8.85 0.0611
2024-04-22 2024-03-31 13F DUKE ENERGY COMMON STOCK 26441C204 7,948 -366 -4.40 769 -4.71 0.0579
2024-01-31 2023-12-31 13F DUKE ENERGY COMMON STOCK 26441C204 8,314 -724 -8.01 807 1.13 0.0647
2023-10-31 2023-09-30 13F DUKE ENERGY COMMON STOCK 26441C204 9,038 -35 -0.39 798 -2.09 0.0725
2023-07-28 2023-06-30 13F DUKE ENERGY COMMON STOCK 26441C204 9,073 -2,322 -20.38 814 -25.93 0.0692
2023-05-02 2023-03-31 13F DUKE ENERGY COMMON STOCK 26441C204 11,395 262 2.35 1,099 -4.10 0.0983
2023-02-03 2022-12-31 13F DUKE ENERGY COMMON STOCK 26441C204 11,133 -348 -3.03 1,147 7.30 0.1100
2022-10-31 2022-09-30 13F DUKE ENERGY COMMON STOCK 26441C204 11,481 -4 -0.03 1,068 -13.24 0.1181
2022-08-05 2022-06-30 13F DUKE ENERGY COMMON STOCK 26441C204 11,485 -4 -0.03 1,231 -4.05 0.1238
2022-04-11 2022-03-31 13F DUKE ENERGY COMMON STOCK 26441C204 11,489 1,210 11.77 1,283 18.91 0.1105
2022-02-07 2021-12-31 13F DUKE ENERGY COMMON STOCK 26441C204 10,279 -660 -6.03 1,079 1.03 0.0917
2021-11-10 2021-09-30 13F DUKE ENERGY COMMON STOCK 26441C204 10,939 311 2.93 1,068 1.71 0.1032
2021-07-20 2021-06-30 13F DUKE ENERGY COMMON STOCK 26441C204 10,628 250 2.41 1,050 4.79 0.1046
2021-04-30 2021-03-31 13F DUKE ENERGY COMMON STOCK 26441C204 10,378 -78 -0.75 1,002 4.59 0.1138
2021-02-12 2020-12-31 13F DUKE ENERGY COMMON STOCK 26441C204 10,456 -433 -3.98 958 -0.62 0.1241
2020-11-09 2020-09-30 13F DUKE ENERGY COMMON STOCK 26441C204 10,889 -63 -0.58 964 10.17 0.1563
2020-08-11 2020-06-30 13F DUKE ENERGY COMMON STOCK 26441C204 10,952 1,685 18.18 875 16.82 0.1572
2020-05-07 2020-03-31 13F DUKE ENERGY COMMON STOCK 26441C204 9,267 1,983 27.22 749 13.83 0.1760
2020-01-31 2019-12-31 13F DUKE ENERGY COMMON STOCK 26441C204 7,284 1,389 23.56 658 16.46 0.1155
2019-11-13 2019-09-30 13F DUKE ENERGY COMMON STOCK 26441C204 5,895 -1,589 -21.23 565 -14.39 0.1096
2019-08-02 2019-06-30 13F DUKE ENERGY COMMON STOCK 26441C204 7,484 -603 -7.46 660 -9.34 0.1258
2019-05-06 2019-03-31 13F DUKE ENERGY COMMON STOCK 26441C204 8,087 -357 -4.23 728 -0.14 0.1491
2019-02-13 2018-12-31 13F DUKE ENERGY COMMON STOCK 26441C204 8,444 -1,686 -16.64 729 -10.00 0.1661
2018-10-25 2018-09-30 13F DUKE ENERGY CORP COMMON STOCK 26441C204 10,130 1,056 11.64 810 12.81 0.1620
2018-08-07 2018-06-30 13F DUKE ENERGY CORP COMMON STOCK 26441C204 9,074 470 5.46 718 4.06 0.1490
2018-05-09 2018-03-31 13F DUKE ENERGY CORP COMMON STOCK 26441C204 8,604 -2,082 -19.48 690 -27.60 0.1649
2018-01-22 2017-12-31 13F DUKE ENERGY CORP COMMON STOCK 26441C204 10,686 -31 -0.29 953 1.82 0.2242
2017-11-08 2017-09-30 13F DUKE ENERGY CORP COMMON STOCK 26441C204 10,717 -125 -1.15 936 3.31 0.2404
2017-07-31 2017-06-30 13F DUKE ENERGY CORP COMMON STOCK 26441C204 10,842 1,741 19.13 906 21.29 0.2481
2017-04-26 2017-03-31 13F DUKE ENERGY CORP COMMON STOCK 26441C204 9,101 782 9.40 747 21.66 0.2163
2017-01-27 2016-12-31 13F DUKE ENERGY CORP COMMON STOCK 26441C204 8,319 380 4.79 614 -3.31 0.2019
2016-10-24 2016-09-30 13F DUKE ENERGY CORP COMMON STOCK 26441C204 7,939 -442 -5.27 635 -3.05 0.2200
2016-07-20 2016-06-30 13F DUKE ENERGY CORP COMMON STOCK 26441C204 8,381 0 0.00 655 -3.11 0.2450
2016-05-13 2016-03-31 13F DUKE ENERGY COMMON STOCK 26441C204 8,381 905 12.11 676 26.59 0.2700
2016-01-26 2015-12-31 13F DUKE ENERGY COMMON STOCK 26441C204 7,476 6,442 623.02 534 621.62 0.2221
2015-10-29 2015-09-30 13F DUKE ENERGY CORP COMMON STOCK 26441C204 1,034 0 0.00 74 -3.90 0.0390
2015-08-14 2015-06-30 13F/A-1 DUKE ENERGY CORP COMMON STOCK 26441C204 1,034 -1,997 -65.89 77 -67.23 0.0364
2015-07-14 2015-06-30 13F DUKE ENERGY CORP COMMON STOCK 26441C204 946 70
2015-05-12 2015-03-31 13F DUKE ENERGY CORP COMMON STOCK 26441C204 3,031 61 2.05 235 -5.24 0.1086
2015-02-24 2014-12-31 13F DUKE ENERGY CORP COMMON STOCK 26441C204 2,970 2,024 213.95 248 254.29 0.1283
2014-10-09 2014-09-30 13F DUKE ENERGY CORP COMMON STOCK 26441C204 946 0 0.00 70 0.00 0.0411
2014-07-14 2014-06-30 13F DUKE ENERGY CORP COMMON STOCK 26441C204 946 0 0.00 70 4.48 0.0426
2014-04-10 2014-03-31 13F DUKE ENERGY CORP COMMON STOCK 26441C204 946 0 0.00 67 3.08 0.0439
2014-01-27 2013-12-31 13F DUKE ENERGY CORP COMMON STOCK 26441C204 946 946 65 0.0459
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.