Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionSequoia Financial Advisors, LLC
Latest Disclosed Ownership54,765 shares
Latest Disclosed Value $ 7,170,891
Sequoia Financial Advisors, LLC reports 14.18% increase in ownership of DUK / Duke Energy Corporation

On April 30, 2026 - Sequoia Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 54,765 shares of Duke Energy Corporation (US:DUK) valued at $7,170,929 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 47,962 shares of Duke Energy Corporation. This represents a change in shares of 14.18% during the quarter. The current value of the position is $6,628,756 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-30 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 54,765 6,803 14.18 7,171 27.56 0.0401
2026-02-03 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 47,962 2,143 4.68 5,622 -0.86 0.0314
2025-10-29 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 45,819 8,711 23.47 5,670 29.51 0.0345
2025-07-25 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 37,108 1,280 3.57 4,379 0.21 0.0300
2025-04-23 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 35,828 73 0.20 4,370 13.42 0.0337
2025-08-08 2024-12-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 35,755 7,319 25.74 3,852 17.51 0.0371
2025-02-07 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 35,755 7,319 3,852 0.0372
2024-10-21 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 28,436 4,728 19.94 3,279 37.96 0.0352
2024-07-15 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 23,708 -49,742 -67.72 2,376 -66.55 0.0286
2024-04-30 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 73,450 -4,172 -5.37 7,103 -5.70 0.0883
2024-01-26 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 77,622 5,312 7.35 7,532 18.02 0.0934
2023-11-08 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 72,310 512 0.71 6,382 -0.95 0.1119
2023-08-08 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 71,798 11,719 19.51 6,443 11.18 0.1105
2023-04-25 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 60,079 47,086 362.40 5,796 333.11 0.1288
2023-02-10 2022-12-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 12,993 4,838 59.33 1,338 76.28 0.0329
2023-01-18 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,093 4,938 1,348 0.0304
2022-10-26 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,155 -1,393 -14.59 759 -25.88 0.0239
2022-07-22 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 9,548 -203 -2.08 1,024 -5.97 0.0290
2022-05-13 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,751 2,223 29.53 1,089 37.85 0.0272
2022-02-22 2021-12-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 7,528 7,528 790 0.0215
2022-02-11 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,528 7,528 790 0.0145
2021-10-26 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 0 -8,066 -100.00 0 -100.00
2021-07-27 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,066 2,629 48.35 796 51.62 0.0290
2021-05-14 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,437 190 3.62 525 9.38 0.0220
2021-02-12 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,247 -132 -2.45 480 0.84 0.0219
2020-10-23 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,379 535 11.04 476 23.00 0.0251
2020-08-25 2020-06-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 4,844 -6,855 -58.59 387 -59.09 0.0229
2020-08-11 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 0 -11,699 387 22,915.2863
2020-05-11 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,699 6,898 143.68 946 115.98 0.0699
2020-02-13 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,801 -2,164 -31.07 438 -34.43 0.0278
2019-10-22 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,965 -294 -4.05 668 4.38 0.0484
2019-07-31 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,259 209 2.96 640 0.95 0.0476
2019-05-13 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,050 1,331 23.27 634 28.34 0.0521
2019-02-14 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,719 -185 -3.13 494 4.66 0.0571
2018-11-14 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,904 -1,161 -16.43 472 -15.56 0.0469
2018-08-13 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,065 374 5.59 559 7.92 0.0595
2018-05-14 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,691 370 5.85 518 -2.63 0.0545
2018-02-13 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,321 288 4.77 532 5.14 0.0560
2017-11-13 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,033 406 7.22 506 7.66 0.0599
2017-08-09 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,627 1,758 45.44 470 48.26 0.0582
2017-05-01 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,869 174 4.71 317 10.45 0.0403
2017-02-14 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,695 530 16.75 287 13.44 0.0410
2016-11-14 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,165 -286 -8.29 253 -14.53 0.0472
2016-07-29 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,451 19 0.55 296 6.86 0.0830
2016-07-29 2016-03-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 3,432 -1,174 -25.49 277 -15.81 0.0895
2016-06-09 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 277 3,432
2016-03-11 2015-12-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 4,606 500 12.18 329 11.53 0.1327
2015-11-13 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,106 0 0.00 295 1.72 0.1283
2015-08-03 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,106 0 0.00 290 -7.94 0.1225
2015-05-05 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,106 4,106 315 0.1443
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.