Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionWellington Shields & Co., LLC
Latest Disclosed Ownership5,749 shares
Latest Disclosed Value $ 752,734
Wellington Shields & Co., LLC ownership in DUK / Duke Energy Corporation

On May 4, 2026 - Wellington Shields & Co., LLC filed a 13F-HR form disclosing ownership of 5,749 shares of Duke Energy Corporation (US:DUK) valued at $752,774 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 5,749 shares of Duke Energy Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $695,859 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)
2026-05-04 2026-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,749 0 0.00 753 11.74 0.1918
2026-02-09 2025-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,749 -82 -1.41 674 -6.66 0.1662
2025-11-05 2025-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,831 0 0.00 722 4.80 0.1882
2025-08-05 2025-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,831 200 3.55 688 0.29 0.1948
2025-05-08 2025-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,631 0 0.00 687 13.20 0.2150
2025-02-10 2024-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,631 0 0.00 607 -6.63 0.1860
2024-11-13 2024-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,631 6 0.11 649 15.28 0.1974
2024-08-07 2024-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,625 7 0.12 564 3.68 0.1836
2024-05-23 2024-03-31 13F/A-2 DUKE ENERGY CORP NEW COM Stock 26441C204 5,618 7 0.12 543 -0.18 0.1821
2024-05-23 2024-03-31 13F/A-1 DUKE ENERGY CORP NEW COM Stock 26441C204 5,611 0 545 0.2009
2024-05-03 2024-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,618 7 543 0.1820
2024-05-23 2023-12-31 13F/A-1 DUKE ENERGY CORP NEW COM Stock 26441C204 5,611 6 0.11 545 10.12 0.2009
2024-02-09 2023-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,611 6 545 0.1293
2023-11-14 2023-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,605 7 0.13 495 -1.59 0.1237
2023-08-11 2023-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,598 7 0.13 502 -6.86 0.1181
2023-05-11 2023-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,591 6 0.11 539 -6.26 0.1209
2023-02-15 2022-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,585 6 0.11 575 10.79 0.1307
2022-11-14 2022-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,579 6 0.11 519 -13.07 0.2264
2022-08-12 2022-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,573 -994 -15.14 597 -18.55 0.1447
2022-05-09 2022-03-31 13F DUKE ENERGY COM 26441C204 6,567 339 5.44 733 12.25 0.2411
2022-02-15 2021-12-31 13F DUKE ENERGY COM 26441C204 6,228 5 0.08 653 7.58 0.1304
2021-11-10 2021-09-30 13F DUKE ENERGY COM 26441C204 6,223 6 0.10 607 -1.14 0.2118
2021-08-12 2021-06-30 13F DUKE ENERGY COM 26441C204 6,217 5 0.08 614 2.33 0.2026
2021-05-12 2021-03-31 13F DUKE ENERGY COM 26441C204 6,212 106 1.74 600 7.33 0.2150
2021-02-09 2020-12-31 13F DUKE ENERGY COM 26441C204 6,106 6 0.10 559 3.52 0.2002
2020-11-10 2020-09-30 13F DUKE ENERGY COM 26441C204 6,100 7 0.11 540 10.88 0.2269
2020-08-05 2020-06-30 13F DUKE ENERGY COM 26441C204 6,093 339 5.89 487 4.73 0.2135
2020-05-07 2020-03-31 13F DUKE ENERGY COM 26441C204 5,754 7 0.12 465 -11.26 0.2564
2020-02-11 2019-12-31 13F DUKE ENERGY COM 26441C204 5,747 5,747 524 0.2322
2019-11-05 2019-09-30 13F DUKE ENERGY COM 26441C204 0 -6,267 -100.00 0 -100.00
2019-08-08 2019-06-30 13F DUKE ENERGY COM 26441C204 6,267 13 0.21 553 -1.78 0.2609
2019-05-10 2019-03-31 13F DUKE ENERGY COM 26441C204 6,254 12 0.19 563 4.45 0.2868
2019-02-11 2018-12-31 13F DUKE ENERGY COM 26441C204 6,242 13 0.21 539 8.23 0.3085
2018-11-06 2018-09-30 13F DUKE ENERGY COM 26441C204 6,229 14 0.23 498 1.22 0.2699
2018-08-02 2018-06-30 13F DUKE ENERGY COM 26441C204 6,215 14 0.23 492 2.50 0.2550
2018-08-28 2018-03-31 13F/A-1 DUKE ENERGY COM 26441C204 6,201 -152 -2.39 480 -10.11 0.2590
2018-05-03 2018-03-31 13F DUKE ENERGY COM 26441C204 6,201 -152 480
2018-02-06 2017-12-31 13F DUKE ENERGY COM 26441C204 6,353 12 0.19 534 0.38 0.2872
2017-11-06 2017-09-30 13F DUKE ENERGY COM 26441C204 6,341 7 0.11 532 0.57 0.1758
2017-07-25 2017-06-30 13F DUKE ENERGY COM 26441C204 6,334 -994 -13.56 529 -11.98 0.1826
2017-05-03 2017-03-31 13F DUKE ENERGY COM 26441C204 7,328 -393 -5.09 601 0.33 0.1807
2017-02-02 2016-12-31 13F DUKE ENERGY COM 26441C204 7,721 7 0.09 599 -2.92 0.3136
2016-11-01 2016-09-30 13F DUKE ENERGY COM 26441C204 7,714 -260 -3.26 617 -9.80 0.3131
2016-08-15 2016-06-30 13F DUKE ENERGY COM 26441C204 7,974 7 0.09 684 6.38 0.4246
2016-05-26 2016-03-31 13F DUKE ENERGY COM 26441C204 7,967 6 0.08 643 13.20 0.4284
2016-02-08 2015-12-31 13F DUKE ENERGY COM 26441C204 7,961 8 0.10 568 -0.70 0.3771
2015-11-24 2015-09-30 13F DUKE ENERGY COM 26441C204 7,953 7 0.09 572 1.96 0.4326
2015-07-22 2015-06-30 13F DUKE ENERGY COM 26441C204 7,946 407 5.40 561 -3.11 0.1867
2015-05-21 2015-03-31 13F DUKE ENERGY COM 26441C204 7,539 -75 -0.99 579 -8.96 0.3417
2015-02-12 2014-12-31 13F DUKE ENERGY COM 26441C204 7,614 1,420 22.93 636 37.37 0.3628
2014-11-14 2014-09-30 13F DUKE ENERGY COM 26441C204 6,194 -1,327 -17.64 463 -17.03 0.2916
2014-08-06 2014-06-30 13F DUKE ENERGY COM 26441C204 7,521 7 0.09 558 4.30 0.3490
2014-05-13 2014-03-31 13F DUKE ENERGY COM 26441C204 7,514 6 0.08 535 3.28 0.3374
2014-02-28 2013-12-31 13F/A-1 DUKE ENERGY COM 26441C204 7,508 507 7.24 518 10.68 0.3501
2014-02-11 2013-12-31 13F DUKE ENERGY COM 26441C204 18,719 1,292
2013-11-15 2013-09-30 13F DUKE ENERGY COM 26441C204 7,001 504 7.76 468 6.61 0.3700
2013-08-14 2013-06-30 13F DUKE ENERGY COM 26441C204 6,497 6,497 439 0.0133
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.