Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionSound Income Strategies, LLC
Latest Disclosed Ownership4,668 shares
Latest Disclosed Value $ 611,012
Sound Income Strategies, LLC reports 40.14% decrease in ownership of DUK / Duke Energy Corporation

On April 27, 2026 - Sound Income Strategies, LLC filed a 13F-HR form disclosing ownership of 4,668 shares of Duke Energy Corporation (US:DUK) valued at $611,228 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 7,798 shares of Duke Energy Corporation. This represents a change in shares of -40.14% during the quarter. The current value of the position is $565,015 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)
2026-04-27 2026-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,668 -3,130 -40.14 611 -34.23 0.0295
2026-01-21 2025-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,798 6,003 334.43 930 316.59 0.0440
2025-10-10 2025-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 1,795 -5,146 -74.14 224 -72.77 0.0122
2025-07-17 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,941 5,034 263.97 819 253.02 0.0470
2025-04-17 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,907 384 25.21 233 41.46 0.0137
2025-01-21 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,523 -72 -4.51 164 -10.38 0.0101
2024-10-10 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,595 -111 -6.51 184 7.02 0.0118
2024-07-12 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,706 104 6.49 171 11.04 0.0107
2024-04-15 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,602 2 0.12 155 -0.65 0.0116
2024-01-10 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,600 349 27.90 155 40.91 0.0129
2023-10-12 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,251 85 7.29 110 5.77 0.0093
2023-07-10 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,166 449 62.62 105 50.72 0.0108
2023-04-10 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 717 -232 -24.45 69 -28.87 0.0075
2023-01-11 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 949 231 32.17 98 44.78 0.0125
2022-10-18 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 718 -36 -4.77 67 -17.28 0.0097
2022-07-11 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 754 26 3.57 81 0.00 0.0108
2022-04-11 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 728 36 5.20 81 10.96 0.0093
2022-01-13 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 692 25 3.75 73 12.31 0.0086
2021-10-12 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 667 -113 -14.49 65 -15.58 0.0084
2021-07-13 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 780 -336 -30.11 77 -28.04 0.0111
2021-04-14 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,116 4 0.36 108 4.90 0.0183
2021-01-11 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,112 135 13.82 102 17.24 0.0225
2020-10-08 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 977 -149 -13.23 87 -3.33 0.0238
2020-07-13 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,126 -194 -14.70 90 -15.89 0.0269
2020-04-07 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,320 669 102.76 107 81.36 0.0368
2020-01-07 2019-12-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 651 4 0.62 59 -4.84 0.0158
2020-01-06 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 651 4 59 0.0271
2019-10-04 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 647 -1,321 -67.12 62 -64.37 0.0187
2019-07-16 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,968 -20 -1.01 174 -2.79 0.0602
2019-04-04 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,988 -194 -8.89 179 -4.79 0.0817
2019-01-11 2018-12-31 13F/A-2 DUKE ENERGY CORP COM NEW 26441C204 2,182 1,381 172.41 188 193.75 0.0985
2019-01-08 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 801 0 64 0.0322
2018-10-03 2018-09-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 801 0 0.00 64 1.59 0.0312
2018-10-01 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 801 0 63 0.0366
2018-08-14 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 801 -221 -21.62 63 -20.25 0.0366
2018-05-15 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,022 913 837.61 79 887.50 0.0520
2018-02-14 2017-12-31 13F DUKE ENERGY COM NEW 26441C204 109 109 8 0.0052
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.