Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionRed Door Wealth Management, LLC
Latest Disclosed Ownership57,694 shares
Latest Disclosed Value $ 7,554,515
Red Door Wealth Management, LLC reports 1.59% increase in ownership of DUK / Duke Energy Corporation

On April 22, 2026 - Red Door Wealth Management, LLC filed a 13F-HR form disclosing ownership of 57,694 shares of Duke Energy Corporation (US:DUK) valued at $7,554,452 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 56,791 shares of Duke Energy Corporation. This represents a change in shares of 1.59% during the quarter. The current value of the position is $6,983,282 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)
2026-04-22 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 57,694 903 1.59 7,555 13.49 0.7856
2026-01-20 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 56,791 1,586 2.87 6,656 -2.56 0.6926
2025-10-10 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 55,205 2,595 4.93 6,832 10.05 0.7254
2025-07-22 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 52,610 5,038 10.59 6,208 6.98 0.7410
2025-04-25 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 47,572 4,263 9.84 5,802 24.35 0.8577
2025-01-17 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 43,309 3,250 8.11 4,666 1.04 0.7143
2024-10-16 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 40,059 2,799 7.51 4,619 23.67 0.7682
2024-07-17 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 37,260 2,900 8.44 3,735 12.40 0.6582
2024-04-17 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 34,360 3,029 9.67 3,323 9.28 0.6403
2024-01-17 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 31,331 2,599 9.05 3,040 19.92 0.6602
2023-10-19 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 28,732 1,846 6.87 2,536 5.10 0.6338
2023-08-07 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 26,886 1,390 5.45 2,413 -1.91 0.5348
2023-05-08 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 25,496 1,096 4.49 2,460 -2.11 0.7712
2023-01-23 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 24,400 1,872 8.31 2,513 19.90 0.8252
2022-10-13 2022-09-30 13F DUKE ENERGY COM NEW 26441C204 22,528 1,064 4.96 2,095 -8.95 0.7939
2022-07-13 2022-06-30 13F DUKE ENERGY COM NEW 26441C204 21,464 894 4.35 2,301 0.22 0.8516
2022-04-20 2022-03-31 13F DUKE ENERGY COM NEW 26441C204 20,570 3,310 19.18 2,296 26.85 0.7697
2022-02-14 2021-12-31 13F DUKE ENERGY COM NEW 26441C204 17,260 2,115 13.97 1,810 22.46 0.5936
2021-10-14 2021-09-30 13F DUKE ENERGY COM NEW 26441C204 15,145 2,545 20.20 1,478 18.91 0.5655
2021-07-29 2021-06-30 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 12,600 2,315 22.51 1,243 25.05 0.4834
2021-04-27 2021-03-31 13F DUKE ENERGY COM NEW 26441C204 10,285 2,352 29.65 994 36.91 0.5067
2021-01-12 2020-12-31 13F DUKE ENERGY COM NEW 26441C204 7,933 867 12.27 726 16.35 0.4280
2020-10-14 2020-09-30 13F DUKE ENERGY COM NEW 26441C204 7,066 200 2.91 624 13.87 0.4596
2020-07-07 2020-06-30 13F DUKE ENERGY COM NEW 26441C204 6,866 1,204 21.26 548 19.91 0.4010
2020-04-20 2020-03-31 13F DUKE ENERGY COM NEW 26441C204 5,662 2,512 79.75 457 59.23 0.4338
2020-01-29 2019-12-31 13F DUKE ENERGY COM NEW 26441C204 3,150 3,150 287 0.2555
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.