Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionPlan Group Financial, LLC
Latest Disclosed Ownership21,147 shares
Latest Disclosed Value $ 2,768,955
Plan Group Financial, LLC reports 12.10% increase in ownership of DUK / Duke Energy Corporation

On April 13, 2026 - Plan Group Financial, LLC filed a 13F-HR form disclosing ownership of 21,147 shares of Duke Energy Corporation (US:DUK) valued at $2,768,988 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 18,864 shares of Duke Energy Corporation. This represents a change in shares of 12.10% during the quarter. The current value of the position is $2,559,633 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)
2026-04-13 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 21,147 2,283 12.10 2,769 25.19 0.6493
2026-02-03 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,864 1,425 8.17 2,211 2.46 0.5739
2025-10-27 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,439 2,373 15.75 2,158 21.44 0.5794
2025-08-13 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 15,066 1,899 14.42 1,778 10.72 0.5846
2025-05-09 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,167 4,063 44.63 1,606 63.78 0.5734
2025-01-31 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,104 1,078 13.43 981 5.95 0.5180
2024-10-22 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,026 757 10.41 925 27.06 0.4887
2024-08-05 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,269 3,555 95.72 729 102.79 0.4456
2024-04-26 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,714 3,714 359 0.2358
2023-11-13 2023-09-30 13F DUKE ENERGY CORP COM COM NEW 26441C204 0 -2,373 -100.00 0 -100.00
2023-08-10 2023-06-30 13F DUKE ENERGY CORP COM COM NEW 26441C204 2,373 2,373 216 0.1805
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.