Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionSuccessful Portfolios LLC
Latest Disclosed Ownership15,407 shares
Latest Disclosed Value $ 2,021,094
Successful Portfolios LLC reports 0.10% decrease in ownership of DUK / Duke Energy Corporation

On April 13, 2026 - Successful Portfolios LLC filed a 13F-HR form disclosing ownership of 15,407 shares of Duke Energy Corporation (US:DUK) valued at $2,017,393 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 15,422 shares of Duke Energy Corporation. This represents a change in shares of -0.10% during the quarter. The current value of the position is $1,864,863 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)
2026-04-13 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 15,407 -15 -0.10 2,021 12.22 1.1140
2026-01-23 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 15,422 -4,254 -21.62 1,801 -26.01 0.9178
2025-10-15 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,676 -25 -0.13 2,435 4.73 1.4210
2025-07-21 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,701 -6 -0.03 2,325 -3.29 1.4291
2025-04-11 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 19,707 0 0.00 2,404 13.19 1.6347
2025-01-16 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 19,707 0 0.00 2,123 -6.56 1.4205
2024-10-09 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,707 -76 -0.38 2,272 14.63 1.5371
2024-07-12 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,783 -911 -4.40 1,983 -0.95 1.3851
2024-04-18 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 20,694 -478 -2.26 2,001 -2.58 1.3652
2024-01-18 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 21,172 1,988 10.36 2,055 21.32 1.5353
2023-10-11 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,184 -200 -1.03 1,693 -2.65 1.5005
2023-07-20 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,384 -520 -2.61 1,740 -9.43 1.4976
2023-04-24 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 19,904 -175 -0.87 1,920 -7.16 1.2055
2023-01-27 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 20,079 250 1.26 2,068 12.15 1.3488
2022-10-12 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,829 30 0.15 1,844 -13.14 1.3372
2022-07-22 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,799 -25 -0.13 2,123 -4.11 1.4285
2022-04-21 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 19,824 47 0.24 2,214 6.70 1.2604
2022-01-26 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 19,777 -25 -0.13 2,075 7.40 1.1278
2021-10-14 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,802 620 3.23 1,932 2.01 1.1536
2021-07-23 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,182 0 0.00 1,894 2.27 1.1479
2021-04-20 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 19,182 705 3.82 1,852 9.46 1.2207
2021-02-02 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,477 0 0.00 1,692 3.42 1.2138
2020-10-13 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 18,477 0 0.00 1,636 10.84 1.3055
2020-07-13 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 18,477 275 1.51 1,476 0.27 1.2983
2020-04-23 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,202 228 1.27 1,472 -10.19 1.4886
2020-01-23 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 17,974 86 0.48 1,639 -4.43 1.4587
2019-10-11 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,888 -103 -0.57 1,715 8.00 1.6115
2019-07-11 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,991 -16 -0.09 1,588 -2.04 1.7039
2019-04-22 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,007 3 0.02 1,621 4.31 1.7722
2019-01-14 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,004 -4 -0.02 1,554 7.84 1.9859
2018-10-15 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 18,008 -39 -0.22 1,441 0.98 1.5691
2018-07-24 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 18,047 -200 -1.10 1,427 0.92 1.6666
2018-05-08 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,247 -271 -1.46 1,414 -9.24 1.7167
2018-02-09 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,518 18,518 1,558 1.9357
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.