Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionSouders Financial Advisors
Latest Disclosed Ownership12,479 shares
Latest Disclosed Value $ 1,634,063
Souders Financial Advisors reports 1.81% increase in ownership of DUK / Duke Energy Corporation

On May 4, 2026 - Souders Financial Advisors filed a 13F-HR form disclosing ownership of 12,479 shares of Duke Energy Corporation (US:DUK) valued at $1,634,000 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 12,257 shares of Duke Energy Corporation. This represents a change in shares of 1.81% during the quarter. The current value of the position is $1,510,458 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)
2026-05-04 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,479 222 1.81 1,634 13.79 0.1864
2026-02-02 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,257 38 0.31 1,437 -5.03 0.1645
2025-11-04 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 12,219 52 0.43 1,512 5.37 0.1798
2025-08-06 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 12,167 -276 -2.22 1,436 -5.41 0.1827
2025-05-05 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,443 86 0.70 1,518 13.97 0.2119
2025-02-06 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,357 2,005 19.37 1,331 11.57 0.1859
2024-11-05 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,352 31 0.30 1,194 15.38 0.1663
2024-08-28 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,321 -2,076 -16.75 1,034 -13.69 0.1560
2024-05-08 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,397 -997 -7.44 1,199 -7.78 0.1892
2024-01-24 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,394 1,949 17.03 1,300 28.61 0.2225
2023-11-06 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,445 -1,422 -11.05 1,010 -12.48 0.1940
2023-08-09 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 12,867 989 8.33 1,155 0.79 0.2207
2023-05-09 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,878 -385 -3.14 1,146 -9.27 0.2434
2023-02-13 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,263 152 1.26 1,263 11.98 0.2885
2022-11-10 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 12,111 108 0.90 1,127 -12.43 0.3060
2022-08-05 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 12,003 408 3.52 1,287 -0.62 0.3701
2022-05-04 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,595 309 2.74 1,295 9.38 0.3744
2022-02-04 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,286 561 5.23 1,184 13.09 0.3400
2021-11-03 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,725 766 7.69 1,047 6.51 0.3375
2021-08-09 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 9,959 637 6.83 983 9.22 0.3312
2021-05-13 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,322 1,172 14.38 900 20.64 0.3523
2021-02-09 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,150 70 0.87 746 -4.97 0.3250
2020-11-12 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,080 321 4.14 785 26.61 0.3710
2020-08-11 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,759 1,040 15.48 620 14.18 0.3547
2020-05-12 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,719 6,719 543 0.4794
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.