Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionSavant Capital, LLC
Latest Disclosed Ownership67,301 shares
Latest Disclosed Value $ 8,812,374
Savant Capital, LLC reports 9.04% increase in ownership of DUK / Duke Energy Corporation

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 67,301 shares of Duke Energy Corporation (US:DUK) valued at $8,812,393 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 61,723 shares of Duke Energy Corporation. This represents a change in shares of 9.04% during the quarter. The current value of the position is $8,146,113 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)
2026-05-04 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 67,301 5,578 9.04 8,812 21.81 0.0426
2026-02-10 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 61,723 1,757 2.93 7,235 -2.51 0.0411
2026-03-04 2025-09-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 59,966 1,678 2.88 7,421 7.90 0.0450
2025-11-05 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 92,187 -4,818 11,408 0.0604
2026-03-04 2025-06-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 58,288 -249 -0.43 6,878 -3.67 0.0494
2025-08-06 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 97,005 5,708 11,447 0.0710
2026-03-04 2025-03-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 58,537 -25,197 -30.09 7,140 -20.86 0.0605
2025-05-08 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 91,297 7,563 11,135 0.0808
2025-01-29 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 83,734 4 0.00 9,021 -6.56 0.0709
2024-11-04 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 83,730 1,599 1.95 9,654 17.29 0.0801
2024-08-05 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 82,131 793 0.97 8,232 4.64 0.0824
2024-05-06 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 81,338 1,706 2.14 7,866 1.80 0.0903
2024-02-05 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 79,632 -130 -0.16 7,727 9.77 0.0996
2023-11-07 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 79,762 6,450 8.80 7,040 7.01 0.1050
2023-08-04 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 73,312 25,375 52.93 6,579 42.26 0.1029
2023-05-03 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 47,937 32,864 218.03 4,624 202.22 0.0861
2023-02-13 2022-12-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 15,073 -2,671 -15.05 1,531 -7.33 0.0374
2023-02-07 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 15,073 -2,671 1,531 0.0374
2022-10-31 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,744 2,956 19.99 1,651 4.16 0.0514
2022-07-22 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 14,788 -494 -3.23 1,585 -7.09 0.0481
2022-05-05 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 15,282 449 3.03 1,706 9.64 0.0559
2022-02-08 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 14,833 -123 -0.82 1,556 6.58 0.0503
2021-11-12 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 14,956 2,896 24.01 1,460 22.59 0.0533
2021-08-04 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 12,060 228 1.93 1,191 4.29 0.0481
2021-05-04 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,832 -68 -0.57 1,142 4.77 0.0612
2021-02-03 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,900 -215 -1.77 1,090 1.58 0.0634
2020-11-04 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 12,115 -1,943 -13.82 1,073 -4.45 0.0734
2020-08-11 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 14,058 239 1.73 1,123 0.45 0.0850
2020-04-30 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,819 2,035 17.27 1,118 4.00 0.1061
2020-01-31 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,784 145 1.25 1,075 -3.67 0.1318
2019-11-12 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,639 -358 -2.98 1,116 5.38 0.1550
2019-08-06 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,997 -330 -2.68 1,059 -4.51 0.1492
2019-05-02 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,327 -60 -0.48 1,109 3.74 0.2082
2019-02-05 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,387 1,809 17.10 1,069 26.36 0.2238
2018-10-22 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,578 125 1.20 846 2.30 0.1519
2018-08-07 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,453 -10 -0.10 827 1.97 0.1766
2018-04-27 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,463 -515 -4.69 811 -12.13 0.1710
2018-01-30 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,978 211 1.96 923 2.10 0.1941
2017-10-31 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,767 22 0.20 904 0.67 0.2028
2017-08-03 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,745 -495 -4.40 898 -2.60 0.2121
2017-05-09 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,240 39 0.35 922 6.10 0.2280
2017-01-11 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,201 -23 -0.20 869 -3.23 0.2334
2016-10-28 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,224 -330 -2.86 898 -9.38 0.2468
2016-07-28 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,554 280 2.48 991 8.90 0.2835
2016-05-11 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,274 520 4.84 910 18.49 0.2764
2016-02-02 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,754 -310 -2.80 768 -3.52 0.2396
2015-11-06 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,064 -134 -1.20 796 0.63 0.2850
2015-08-11 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,198 -263 -2.29 791 -10.11 0.2661
2015-05-13 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,461 1,445 14.43 880 5.14 0.3116
2015-02-09 2014-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,016 -70 -0.69 837 11.01 0.3171
2014-10-28 2014-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,086 142 1.43 754 2.17 0.3206
2014-08-05 2014-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 9,944 -5 -0.05 738 4.09 0.3191
2014-05-13 2014-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,949 9,949 709 0.3284
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.