Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionPeachtree Investment Partners, LLC
Latest Disclosed Ownership2,899 shares
Latest Disclosed Value $ 379,564
Peachtree Investment Partners, LLC reports 4.02% increase in ownership of DUK / Duke Energy Corporation

On May 8, 2026 - Peachtree Investment Partners, LLC filed a 13F-HR form disclosing ownership of 2,899 shares of Duke Energy Corporation (US:DUK) valued at $379,595 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 2,787 shares of Duke Energy Corporation. This represents a change in shares of 4.02% during the quarter. The current value of the position is $350,895 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)
2026-05-08 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,899 112 4.02 380 16.26 0.1446
2026-02-11 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,787 -11 -0.39 327 -5.78 0.1084
2025-10-31 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,798 2 0.07 346 5.17 0.1201
2025-08-12 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,796 -372 -11.74 330 -14.77 0.1259
2025-05-12 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,168 491 18.34 386 34.03 0.1527
2025-02-13 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,677 -10 -0.37 288 -6.80 0.1081
2024-11-12 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,687 56 2.13 310 17.49 0.1165
2024-08-12 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,631 22 0.84 264 4.37 0.1034
2024-05-10 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,609 -188 -6.72 252 -7.01 0.1020
2024-02-12 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,797 -367 -11.60 271 -2.87 0.1114
2023-11-13 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,164 34 1.09 279 -0.36 0.1425
2023-08-14 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,130 -14 -0.45 281 -7.59 0.1282
2023-05-15 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,144 -99 -3.05 303 -9.01 0.1895
2023-02-14 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,243 -164 -4.81 334 5.05 0.2039
2022-11-08 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,407 98 2.96 317 -10.70 0.2130
2022-08-16 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,309 -43 -1.28 355 -5.08 0.2215
2022-06-08 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,352 324 10.70 374 17.61 0.1718
2022-02-11 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,028 -255 -7.77 318 -0.62 0.1334
2021-11-08 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,283 53 1.64 320 0.31 0.1565
2021-07-27 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,230 273 9.23 319 11.93 0.1557
2021-05-05 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,957 -308 -9.43 285 -4.68 0.1638
2021-02-16 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,265 21 0.65 299 4.18 0.1740
2020-11-03 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,244 -78 -2.35 287 8.30 0.1976
2020-08-13 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,322 22 0.67 265 -0.38 0.2175
2020-05-15 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,300 627 23.46 266 9.02 0.2662
2020-02-04 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,673 215 8.75 244 3.39 0.1684
2019-11-14 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,458 -51 -2.03 236 6.79 0.1879
2019-07-17 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,509 -151 -5.68 221 -7.53 0.1737
2019-05-14 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,660 15 0.57 239 4.82 0.2016
2019-02-19 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,645 2,645 228 0.2589
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.