Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership18,612 shares
Latest Disclosed Value $ 2,437,054
Perigon Wealth Management, LLC reports 21.39% increase in ownership of DUK / Duke Energy Corporation

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 18,612 shares of Duke Energy Corporation (US:DUK) valued at $2,437,055 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 15,333 shares of Duke Energy Corporation. This represents a change in shares of 21.39% during the quarter. The current value of the position is $2,252,796 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)
2026-04-10 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,612 3,279 21.39 2,437 35.61 0.0442
2026-01-16 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 15,333 44 0.29 1,797 -5.02 0.0322
2025-10-17 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 15,289 1,277 9.11 1,892 14.46 0.0386
2025-07-16 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 14,012 1,275 10.01 1,653 6.44 0.0386
2025-04-23 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,737 -305 -2.34 1,553 9.21 0.0399
2025-01-22 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,042 2,491 23.61 1,422 16.94 0.0349
2024-10-16 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,551 2,184 26.10 1,217 45.11 0.0321
2024-08-02 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,367 -382 -4.37 839 -0.95 0.0243
2024-04-29 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,749 1,104 14.44 846 14.17 0.0256
2024-01-29 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,645 -1,744 -18.57 742 -10.51 0.0243
2023-10-30 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 9,389 1,683 21.84 829 19.83 0.0336
2023-08-02 2023-06-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 7,706 340 4.62 692 -2.68 0.0272
2023-08-02 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,706 340 692 0.0272
2023-05-03 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,366 -579 -7.29 711 -13.20 0.0404
2023-05-01 2022-12-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 7,945 -792 -9.06 818 0.62 0.0507
2023-02-14 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,945 818
2022-12-13 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,737 550 6.72 813 -7.40 0.0703
2022-08-11 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,187 383 4.91 878 0.80 0.0734
2022-05-16 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,804 345 4.63 871 11.38 0.0615
2022-02-11 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,459 1,744 30.52 782 40.14 0.0559
2021-11-01 2021-09-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 5,715 -2,221 -27.99 558 -28.74 0.0484
2021-07-19 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,936 87 1.11 783 3.30 0.0696
2021-05-17 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,849 -32 -0.41 758 4.99 0.0773
2021-01-28 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,881 -128 -1.60 722 1.83 0.0839
2020-11-03 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,009 55 0.69 709 11.65 0.0991
2020-07-29 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,954 -461 -5.48 635 -16.45 0.1007
2020-04-17 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,415 8,415 760 0.1415
2018-08-08 2018-06-30 13F/A-1 Duke Energy Corp COM 26441C204 0 -1,916 -100.00 0 -100.00
2018-05-14 2018-03-31 13F Duke Energy Corp COM 26441C204 1,916 0 0.00 148 -8.07 0.0545
2018-02-14 2017-12-31 13F Duke Energy Corp COM 26441C204 1,916 0 0.00 161 0.00 0.0601
2017-12-05 2017-09-30 13F Duke Energy Corp COM 26441C204 1,916 1,683 722.32 161 747.37 0.0522
2017-09-12 2017-06-30 13F Duke Energy Corp COM 26441C204 233 0 0.00 19 0.00 0.0041
2017-06-05 2017-03-31 13F Duke Energy Corp COM 26441C204 233 0 0.00 19 0.00 0.0040
2017-03-07 2016-12-31 13F Duke Energy Corp COM 26441C204 233 -2,198 -90.42 19 -90.26 0.0041
2016-11-16 2016-09-30 13F Duke Energy Corp COM 26441C204 2,431 882 56.94 195 46.62 0.0501
2016-08-19 2016-06-30 13F Duke Energy Corp COM 26441C204 1,549 -833 -34.97 133 -12.50 0.0353
2016-06-03 2016-03-31 13F Duke Energy Corp COM 26441C204 2,382 2,382 0.00 152 0.0475
2015-08-31 2015-06-30 13F Duke Energy Corp COM 26441C204 0 -3,732 -100.00 0 -100.00
2015-05-11 2015-03-31 13F Duke Energy Corp COM 26441C204 3,732 -146 -3.76 287 -11.42 0.0787
2015-02-18 2014-12-31 13F Duke Energy Corp COM 26441C204 3,878 3 0.08 324 11.72 0.0973
2014-11-17 2014-09-30 13F Duke Energy Corp COM 26441C204 3,875 3 0.08 290 1.05 0.0863
2014-08-12 2014-06-30 13F Duke Energy Corp COM 26441C204 3,872 -882 -18.55 287 -15.34 0.0818
2014-05-12 2014-03-31 13F Duke Energy Corp COM 26441C204 4,754 3 0.06 339 3.67 0.1867
2014-02-18 2013-12-31 13F Duke Energy Corp COM 26441C204 4,751 -3,986 -45.62 327 -59.78 0.1813
2022-11-14 2011-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,737 8,737 813 0.0703
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.