Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionSimmons Bank
Latest Disclosed Ownership36,141 shares
Latest Disclosed Value $ 4,732,304
Simmons Bank reports 7.47% increase in ownership of DUK / Duke Energy Corporation

On April 23, 2026 - Simmons Bank filed a 13F-HR form disclosing ownership of 36,141 shares of Duke Energy Corporation (US:DUK) valued at $4,732,303 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 33,629 shares of Duke Energy Corporation. This represents a change in shares of 7.47% during the quarter. The current value of the position is $4,374,507 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)
2026-04-23 2026-03-31 13F DUKE ENERGY COMMON STOCK 26441C204 36,141 2,512 7.47 4,732 20.07 0.3170
2026-02-05 2025-12-31 13F DUKE ENERGY COMMON STOCK 26441C204 33,629 2,058 6.52 3,942 0.90 0.2636
2025-11-04 2025-09-30 13F DUKE ENERGY COMMON STOCK 26441C204 31,571 104 0.33 3,907 5.20 0.2604
2025-08-06 2025-06-30 13F DUKE ENERGY COMMON STOCK 26441C204 31,467 -246 -0.78 3,713 -4.01 0.2647
2025-04-29 2025-03-31 13F DUKE ENERGY COMMON STOCK 26441C204 31,713 -2,048 -6.07 3,868 6.35 0.2916
2025-02-05 2024-12-31 13F DUKE ENERGY COMMON STOCK 26441C204 33,761 1,268 3.90 3,637 -2.91 0.2660
2024-11-05 2024-09-30 13F DUKE ENERGY COMMON STOCK 26441C204 32,493 -95 -0.29 3,746 14.70 0.2712
2024-07-26 2024-06-30 13F DUKE ENERGY COMMON STOCK 26441C204 32,588 214 0.66 3,266 4.35 0.2466
2024-05-14 2024-03-31 13F DUKE ENERGY COMMON STOCK 26441C204 32,374 567 1.78 3,131 1.43 0.2352
2024-02-06 2023-12-31 13F DUKE ENERGY COMMON STOCK 26441C204 31,807 316 1.00 3,087 11.05 0.2520
2023-10-26 2023-09-30 13F DUKE ENERGY COMMON STOCK 26441C204 31,491 1,211 4.00 2,779 2.28 0.2464
2023-08-03 2023-06-30 13F DUKE ENERGY COMMON STOCK 26441C204 30,280 24 0.08 2,717 -6.89 0.2283
2023-04-28 2023-03-31 13F DUKE ENERGY COMMON STOCK 26441C204 30,256 1,306 4.51 2,919 -2.11 0.2491
2023-02-08 2022-12-31 13F DUKE ENERGY COMMON STOCK 26441C204 28,950 68 0.24 2,982 10.98 0.2562
2022-10-27 2022-09-30 13F DUKE ENERGY COMMON STOCK 26441C204 28,882 1,083 3.90 2,686 -9.87 0.2505
2022-07-29 2022-06-30 13F DUKE ENERGY COMMON STOCK 26441C204 27,799 1,897 7.32 2,980 3.01 0.2612
2022-04-21 2022-03-31 13F DUKE ENERGY COMMON STOCK 26441C204 25,902 1,291 5.25 2,893 12.04 0.2166
2022-01-28 2021-12-31 13F DUKE ENERGY COMMON STOCK 26441C204 24,611 -376 -1.50 2,582 5.91 0.1808
2021-10-26 2021-09-30 13F DUKE ENERGY COMMON STOCK 26441C204 24,987 1,576 6.73 2,438 5.50 0.1770
2021-08-05 2021-06-30 13F DUKE ENERGY COMMON STOCK 26441C204 23,411 -473 -1.98 2,311 0.26 0.1670
2021-05-06 2021-03-31 13F DUKE ENERGY COMMON STOCK 26441C204 23,884 -2,417 -9.19 2,305 -4.32 0.1740
2021-02-08 2020-12-31 13F DUKE ENERGY COMMON STOCK 26441C204 26,301 -5,386 -17.00 2,409 -14.18 0.1912
2020-11-13 2020-09-30 13F DUKE ENERGY COMMON STOCK 26441C204 31,687 -255 -0.80 2,807 9.99 0.2304
2020-08-14 2020-06-30 13F DUKE ENERGY COMMON STOCK 26441C204 31,942 1,658 5.47 2,552 4.16 0.2107
2020-05-14 2020-03-31 13F DUKE ENERGY COMMON STOCK 26441C204 30,284 3,990 15.17 2,450 2.17 0.2132
2020-01-31 2019-12-31 13F DUKE ENERGY COMMON STOCK 26441C204 26,294 -3,424 -11.52 2,398 -15.83 0.2151
2019-11-13 2019-09-30 13F DUKE ENERGY COMMON STOCK 26441C204 29,718 1,252 4.40 2,849 13.42 0.2803
2019-08-13 2019-06-30 13F DUKE ENERGY COMMON STOCK 26441C204 28,466 -101 -0.35 2,512 -2.29 0.2431
2019-05-13 2019-03-31 13F DUKE ENERGY COMMON STOCK 26441C204 28,567 592 2.12 2,571 6.50 0.2502
2019-01-24 2018-12-31 13F DUKE ENERGY COMMON STOCK 26441C204 27,975 -88 -0.31 2,414 7.48 0.2701
2018-11-13 2018-09-30 13F DUKE ENERGY COMMON STOCK 26441C204 28,063 -33,445 -54.38 2,246 -53.82 0.2212
2018-08-13 2018-06-30 13F DUKE ENERGY COMMON STOCK 26441C204 61,508 14,243 30.13 4,864 32.86 0.4418
2018-05-14 2018-03-31 13F DUKE ENERGY COMMON STOCK 26441C204 47,265 3,901 9.00 3,661 0.36 0.3285
2018-02-13 2017-12-31 13F DUKE ENERGY COMMON STOCK 26441C204 43,364 17,853 69.98 3,648 70.47 0.3674
2017-11-14 2017-09-30 13F DUKE ENERGY COMMON STOCK 26441C204 25,511 3,532 16.07 2,140 16.49 0.2216
2017-08-15 2017-06-30 13F DUKE ENERGY COMMON STOCK 26441C204 21,979 2,115 10.65 1,837 12.70 0.2059
2017-05-11 2017-03-31 13F DUKE ENERGY COMMON STOCK 26441C204 19,864 267 1.36 1,630 7.17 0.1798
2017-02-08 2016-12-31 13F DUKE ENERGY COMMON STOCK 26441C204 19,597 933 5.00 1,521 1.81 0.1708
2016-10-31 2016-09-30 13F DUKE ENERGY COMMON STOCK 26441C204 18,664 -69 -0.37 1,494 -7.03 0.1644
2016-08-03 2016-06-30 13F DUKE ENERGY COMMON STOCK 26441C204 18,733 321 1.74 1,607 8.22 0.1787
2016-05-13 2016-03-31 13F DUKE ENERGY COMMON STOCK 26441C204 18,412 18,412 1,485 0.1654
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.