Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionTCI Wealth Advisors, Inc.
Latest Disclosed Ownership1,760 shares
Latest Disclosed Value $ 230,455
TCI Wealth Advisors, Inc. reports 10.30% decrease in ownership of DUK / Duke Energy Corporation

On April 27, 2026 - TCI Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 1,760 shares of Duke Energy Corporation (US:DUK) valued at $230,454 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 1,962 shares of Duke Energy Corporation. This represents a change in shares of -10.30% during the quarter. The current value of the position is $213,030 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)
2026-04-27 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,760 -202 -10.30 230 0.44 0.0122
2026-02-02 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,962 171 9.55 230 3.62 0.0127
2025-10-14 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,791 1 0.06 222 4.74 0.0132
2025-07-16 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,790 0 0.00 211 -3.21 0.0145
2025-04-21 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,790 -250 -12.25 218 -0.46 0.0175
2025-01-23 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,040 -7 -0.34 220 -7.20 0.0184
2024-10-24 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,047 -688 -25.16 236 -13.87 0.0199
2024-07-30 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,735 2,735 274 0.0259
2023-08-04 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 0 -1,118 -100.00 0 -100.00
2023-05-03 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,118 15 1.36 108 -5.31 0.0140
2023-02-07 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,103 113 11.41 114 22.83 0.0157
2022-11-08 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 990 -505 -33.78 92 -42.50 0.0149
2022-07-19 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,495 48 3.32 160 -1.23 0.0245
2022-04-29 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,447 321 28.51 162 37.29 0.0243
2022-01-24 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,126 -239 -17.51 118 -11.28 0.0174
2021-10-29 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,365 55 4.20 133 3.10 0.0203
2021-08-02 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,310 93 7.64 129 10.26 0.0218
2021-04-29 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,217 23 1.93 117 7.34 0.0496
2021-01-21 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,194 102 9.34 109 12.37 0.0487
2020-10-20 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,092 119 12.23 97 24.36 0.0383
2020-07-20 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 973 -13 -1.32 78 -2.50 0.0333
2020-04-14 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 986 -41 -3.99 80 -14.89 0.0395
2020-01-27 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,027 0 0.00 94 -4.08 0.0365
2019-10-17 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,027 617 150.49 98 172.22 0.0435
2019-07-23 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 410 -61 -12.95 36 -14.29 0.0162
2019-04-11 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 471 109 30.11 42 35.48 0.0185
2019-01-17 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 362 1 0.28 31 6.90 0.0150
2018-11-02 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 361 0 0.00 29 0.00 0.0121
2018-07-26 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 361 -22 -5.74 29 -3.33 0.0129
2018-04-30 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 383 -400 -51.09 30 -54.55 0.0139
2018-02-01 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 783 400 104.44 66 106.25 0.0290
2017-10-24 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 383 -1 -0.26 32 0.00 0.0157
2017-08-10 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 384 0 0.00 32 3.23 0.0163
2017-05-04 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 384 132 52.38 31 55.00 0.0162
2017-02-10 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 252 -69 -21.50 20 -23.08 0.0105
2016-11-01 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 321 56 21.13 26 13.04 0.0141
2016-08-09 2016-06-30 13F Duke Energy COM NEW 26441C204 265 265 0.00 23 0.0128
2016-04-29 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -676 -100.00 0 -100.00
2016-02-10 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 676 0 0.00 48 -2.04 0.0267
2015-11-02 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 676 14 2.11 49 4.26 0.0295
2015-08-10 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 662 50 8.17 47 0.00 0.0269
2015-04-30 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 612 0 0.00 47 -7.84 0.0295
2015-02-06 2014-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 612 66 12.09 51 24.39 0.0316
2014-11-05 2014-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 546 0 0.00 41 0.00 0.0258
2014-08-11 2014-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 546 -24 -4.21 41 0.00 0.0247
2014-05-15 2014-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 570 570 41 0.0267
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.