Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionRsm Us Wealth Management Llc
Latest Disclosed Ownership51,512 shares
Latest Disclosed Value $ 6,745,014
Rsm Us Wealth Management Llc reports 2.11% increase in ownership of DUK / Duke Energy Corporation

On May 12, 2026 - Rsm Us Wealth Management Llc filed a 13F-HR form disclosing ownership of 51,512 shares of Duke Energy Corporation (US:DUK) valued at $6,744,981 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 50,449 shares of Duke Energy Corporation. This represents a change in shares of 2.11% during the quarter. The current value of the position is $6,235,012 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)
2026-05-12 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 51,512 1,063 2.11 6,745 13.63 0.0828
2026-01-23 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 50,449 1,877 3.86 5,937 -1.23 0.0756
2025-11-12 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 48,572 5,479 12.71 6,011 18.21 0.0783
2025-08-13 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 43,093 592 1.39 5,085 -1.91 0.0709
2025-05-06 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 42,501 -2,270 -5.07 5,184 7.46 0.0805
2025-01-27 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 44,771 -1,626 -3.50 4,823 -10.55 0.0693
2024-11-07 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 46,397 1,347 2.99 5,392 20.41 0.0791
2024-08-07 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 45,050 19,536 76.57 4,479 81.52 0.0752
2024-05-02 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 25,514 4,777 23.04 2,468 22.61 0.0634
2024-02-05 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 20,737 -914 -4.22 2,012 5.34 0.0545
2023-11-08 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 21,651 325 1.52 1,911 -0.16 0.0676
2023-08-04 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 21,326 345 1.64 1,914 -5.48 0.0654
2023-05-15 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 20,981 11,771 127.81 2,024 113.50 0.0714
2023-02-13 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,210 32 0.35 949 11.01 0.0470
2022-10-21 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 9,178 -2,630 -22.27 854 -32.54 0.0493
2022-08-11 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,808 1,855 18.64 1,266 13.95 0.0709
2022-05-02 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,953 -1,523 -13.27 1,111 -7.72 0.0563
2022-02-08 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,476 -1,186 -9.37 1,204 -2.59 0.0588
2021-11-08 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 12,662 150 1.20 1,236 0.08 0.0661
2021-08-13 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 12,512 28 0.22 1,235 2.49 0.0667
2021-04-29 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,484 -33 -0.26 1,205 5.15 0.0769
2021-02-04 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,517 -3,410 -21.41 1,146 -18.72 0.0812
2020-11-03 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 15,927 -3,238 -16.90 1,410 -7.90 0.1179
2020-08-14 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,165 -1,308 -6.39 1,531 -7.55 0.1481
2020-05-15 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 20,473 -298 -1.43 1,656 -12.57 0.2036
2020-06-04 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 20,771 326 1.59 1,894 -3.37 0.1880
2020-06-04 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 20,445 94 0.46 1,960 9.13 0.2265
2020-06-04 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 20,351 99 0.49 1,796 -1.48 0.2096
2020-06-04 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 20,252 -691 -3.30 1,823 0.89 0.2232
2020-06-04 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 20,943 2,635 14.39 1,807 23.34 0.2584
2020-06-04 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 18,308 -519 -2.76 1,465 -1.61 0.1917
2020-06-04 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 18,827 -371 -1.93 1,489 0.13 0.1995
2020-06-04 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 19,198 -949 -4.71 1,487 -12.27 0.1774
2020-06-04 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 20,147 -6,898 -25.51 1,695 -25.33 0.2049
2020-06-04 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 27,045 -778 -2.80 2,270 -2.41 0.2979
2020-06-04 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 27,823 -11,987 -30.11 2,326 -28.76 0.3278
2020-06-04 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 39,810 -2,801 -6.57 3,265 -1.27 0.4745
2020-06-04 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 42,611 -20,737 -32.74 3,307 -34.77 0.5253
2020-06-04 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 63,348 176 0.28 5,070 -6.46 0.8843
2020-06-04 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 63,172 -696 -1.09 5,420 5.18 1.0416
2020-06-04 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 63,868 879 1.40 5,153 14.59 1.0397
2020-06-04 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 62,989 13,197 26.50 4,497 25.54 1.0601
2020-06-04 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 49,792 583 1.18 3,582 3.08 0.9388
2020-06-04 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 49,209 8,405 20.60 3,475 10.92 0.8676
2020-06-04 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 40,804 -719 -1.73 3,133 -9.69 0.7987
2020-06-04 2014-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 41,523 -619 -1.47 3,469 10.09 0.9308
2020-06-04 2014-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 42,142 202 0.48 3,151 1.25 0.9222
2020-06-04 2014-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 41,940 -307 -0.73 3,112 3.42 0.8797
2020-06-04 2014-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 42,247 42,247 3,009 0.8836
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.