Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership18,980 shares
Latest Disclosed Value $ 2,485,195
Wealthspire Advisors, LLC reports 28.60% decrease in ownership of DUK / Duke Energy Corporation

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 18,980 shares of Duke Energy Corporation (US:DUK) valued at $2,485,241 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 26,584 shares of Duke Energy Corporation. This represents a change in shares of -28.60% during the quarter. The current value of the position is $2,297,339 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)
2026-05-01 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,980 -7,604 -28.60 2,485 -20.22 0.0195
2026-02-12 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 26,584 4,918 22.70 3,116 16.19 0.0248
2025-11-14 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 21,666 -1,063 -4.68 2,681 -0.04 0.0140
2025-08-11 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 22,729 -32 -0.14 2,682 -3.39 0.0151
2025-05-09 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 22,761 -1,377 -5.70 2,776 6.77 0.0166
2025-02-04 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 24,138 -1,488 -5.81 2,601 -11.98 0.0258
2024-11-13 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 25,626 -644 -2.45 2,955 12.19 0.0301
2024-08-08 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 26,270 -277 -1.04 2,633 2.57 0.0337
2024-05-06 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 26,547 -1,214 -4.37 2,567 -4.68 0.0342
2024-02-07 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,761 4,605 19.89 2,694 31.82 0.0383
2023-11-06 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 23,156 12,441 116.11 2,044 112.59 0.0337
2023-08-01 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,715 -358 -3.23 962 -10.02 0.0157
2023-05-09 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,073 -429 -3.73 1,068 -9.80 0.0183
2023-02-14 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,502 2,413 26.55 1,185 40.12 0.0216
2022-11-14 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 9,089 24 0.26 845 -13.07 0.0177
2022-08-09 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 9,065 1,241 15.86 972 11.21 0.0203
2022-05-09 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,824 -4,462 -36.32 874 -32.20 0.0197
2022-02-14 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,286 -5,022 -29.02 1,289 -23.68 0.0285
2021-11-15 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,308 12,382 251.36 1,689 247.53 0.0350
2021-08-13 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,926 -11,743 -70.45 486 -69.79 0.0128
2021-05-17 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 16,669 4,804 40.49 1,609 48.16 0.0382
2021-02-16 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,865 6,337 114.63 1,086 121.63 0.0323
2020-11-16 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,528 -609 -9.92 490 0.00 0.0291
2020-08-14 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,137 -6,344 -50.83 490 -51.44 0.0341
2020-05-12 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,481 8,815 240.45 1,009 202.10 0.0423
2020-02-14 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,666 1,431 64.03 334 56.07 0.0243
2019-11-12 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,235 2,235 214 0.0175
2019-05-07 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -497 -100.00 0 -100.00
2019-02-14 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 497 497 43 0.0041
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.