Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionAtlantic Union Bankshares Corp
Latest Disclosed Ownership39,563 shares
Latest Disclosed Value $ 5,180,360
Atlantic Union Bankshares Corp reports 0.31% increase in ownership of DUK / Duke Energy Corporation

On May 12, 2026 - Atlantic Union Bankshares Corp filed a 13F-HR form disclosing ownership of 39,563 shares of Duke Energy Corporation (US:DUK) valued at $5,180,379 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 39,439 shares of Duke Energy Corporation. This represents a change in shares of 0.31% during the quarter. The current value of the position is $4,788,706 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)
2026-05-12 2026-03-31 13F DUKE ENERGY COM NEW 26441C204 39,563 124 0.31 5,180 12.07 0.0377
2026-02-04 2025-12-31 13F DUKE ENERGY COM NEW 26441C204 39,439 -134 -0.34 4,623 -5.62 0.0867
2025-11-04 2025-09-30 13F DUKE ENERGY COM NEW 26441C204 39,573 1,313 3.43 4,897 8.48 0.0922
2025-08-06 2025-06-30 13F DUKE ENERGY COM NEW 26441C204 38,260 5,128 15.48 4,515 11.71 0.1031
2025-05-05 2025-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 33,132 -1,119 -3.27 4,041 9.51 0.2445
2025-02-07 2024-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 34,251 174 0.51 3,690 -6.08 0.2148
2024-11-14 2024-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 34,077 -46 -0.13 3,929 14.88 0.2283
2024-07-24 2024-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 34,123 10,857 46.66 3,420 52.00 0.2132
2024-04-16 2024-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 23,266 -2,105 -8.30 2,250 -8.61 0.1896
2024-01-19 2023-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 25,371 -1,612 -5.97 2,462 3.40 0.2282
2023-10-20 2023-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 26,983 -2,551 -8.64 2,382 -10.15 0.2441
2023-07-11 2023-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 29,534 -7,206 -19.61 2,650 -25.23 0.2643
2023-05-08 2023-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 36,740 -794 -2.12 3,544 -8.31 0.3687
2023-02-09 2022-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 37,534 -2,977 -7.35 3,866 2.57 0.4137
2022-10-25 2022-09-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 40,511 -3,881 -8.74 3,768 -20.82 0.4326
2022-07-21 2022-06-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 44,392 -950 -2.10 4,759 -6.00 0.4866
2022-04-26 2022-03-31 13F DUKE ENERGY CORP NEW COM COM 26441C204 45,342 -1,745 -3.71 5,063 2.51 0.4432
2022-01-19 2021-12-31 13F DUKE ENERGY CORP NEW COM COM 26441C204 47,087 -11,723 -19.93 4,939 -13.94 0.4187
2021-10-26 2021-09-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 58,810 -9,939 -14.46 5,739 -15.44 0.5402
2021-07-26 2021-06-30 13F DUKE ENERGY CORP NEW COM COM 26441C204 68,749 -11,099 -13.90 6,787 -11.94 0.6556
2021-05-04 2021-03-31 13F DUKE ENERGY CORP NEW COM COM 26441C204 79,848 3,346 4.37 7,707 10.02 0.7870
2021-02-01 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 76,502 2,005 2.69 7,005 6.17 0.7274
2020-10-16 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 74,497 16,548 28.56 6,598 42.51 0.7681
2020-07-15 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 57,949 25,758 80.02 4,630 77.80 0.5768
2020-04-10 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 32,191 14,701 84.05 2,604 63.16 0.3799
2020-01-14 2019-12-31 13F DUKE ENERGY CORP COM 26441C204 17,490 254 1.47 1,596 -3.45 0.2046
2019-10-17 2019-09-30 13F DUKE ENERGY CORP COM 26441C204 17,236 -456 -2.58 1,653 5.89 0.2212
2019-07-23 2019-06-30 13F DUKE ENERGY CORP COM 26441C204 17,692 12,057 213.97 1,561 207.89 0.2097
2019-04-10 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,635 -2,751 -32.80 507 -29.97 0.1404
2019-01-14 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,386 2,536 43.35 724 54.70 0.2360
2018-10-11 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,850 -529 -8.29 468 -7.14 0.1412
2018-07-12 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,379 -43,865 -87.30 504 -87.05 0.1639
2018-04-11 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 50,244 4,339 9.45 3,892 0.80 1.2038
2018-01-10 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 45,905 -143 -0.31 3,861 -0.10 1.1949
2017-10-13 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 46,048 552 1.21 3,865 1.63 1.3007
2017-07-12 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 45,496 1,254 2.83 3,803 4.79 1.3157
2017-04-10 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 44,242 6,437 17.03 3,629 23.69 1.2949
2017-01-10 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 37,805 2,177 6.11 2,934 2.88 1.0911
2016-10-14 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 35,628 884 2.54 2,852 -4.33 1.0874
2016-07-14 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 34,744 2,681 8.36 2,981 15.23 1.1479
2016-04-08 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 32,063 2,943 10.11 2,587 24.49 1.0741
2016-01-11 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 29,120 25,307 663.70 2,078 658.39 0.9120
2015-10-28 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,813 3,813 0.00 274 0.1272
2014-08-05 2014-06-30 13F DUKE ENERGY CORP COM 26441C204 0 -752 -100.00 0 -100.00
2014-08-05 2014-03-31 13F/A-1 DUKE ENERGY CORP COM 26441C204 752 752 51 0.0234
2014-05-01 2014-03-31 13F DUKE ENERGY CORP COM 26441C204 752 51
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.