Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionWest Chester Capital Advisors, Inc
Latest Disclosed Ownership2,599 shares
Latest Disclosed Value $ 340,312
West Chester Capital Advisors, Inc reports 5.65% increase in ownership of DUK / Duke Energy Corporation

On May 13, 2026 - West Chester Capital Advisors, Inc filed a 13F-HR form disclosing ownership of 2,599 shares of Duke Energy Corporation (US:DUK) valued at $340,313 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,460 shares of Duke Energy Corporation. This represents a change in shares of 5.65% during the quarter. The current value of the position is $314,583 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)
2026-05-13 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,599 139 5.65 340 18.06 0.1817
2026-02-10 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,460 -392 -13.74 288 -18.18 0.1676
2025-11-12 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,852 -20 -0.70 353 4.14 0.1783
2025-08-13 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,872 -16 -0.55 339 -3.98 0.1675
2025-05-14 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,888 -203 -6.57 352 5.71 0.2037
2025-02-14 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,091 -1,117 -26.54 333 -10.24 0.1797
2023-11-09 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,208 -374 -8.16 371 -9.73 0.6861
2023-08-14 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,582 -3,052 -39.98 411 -44.16 0.7785
2023-05-04 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,634 -1,428 -15.76 736 -21.11 1.6929
2023-02-06 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,062 -1,541 -14.53 933 -5.38 1.8605
2022-10-31 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,603 -25 -0.24 986 -13.43 2.1719
2022-07-28 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,628 -1,175 -9.96 1,139 -13.58 2.6821
2022-05-03 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,803 2,028 20.75 1,318 28.59 0.9623
2022-02-11 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,775 42 0.43 1,025 7.89 0.7034
2021-11-05 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 9,733 -432 -4.25 950 -5.28 0.7319
2021-07-15 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,165 -1,302 -11.35 1,003 -9.39 0.7809
2021-05-04 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,467 810 7.60 1,107 13.42 0.9491
2021-02-03 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,657 7,227 210.70 976 197.56 0.9591
2019-11-08 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,430 0 0.00 328 8.25 0.4462
2019-07-30 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,430 0 0.00 303 -1.94 0.3954
2019-04-24 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,430 -75 -2.14 309 1.98 0.6450
2019-02-07 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,505 228 6.96 303 15.65 0.7679
2018-10-29 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,277 -50 -1.50 262 -0.38 0.3272
2018-07-25 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,327 -40 -1.19 263 0.77 0.3532
2018-05-04 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,367 -1,370 -28.92 261 -38.15 0.2952
2018-02-12 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,737 4,737 422 0.4075
2017-01-30 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -4,546 -100.00 0 -100.00
2016-11-14 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,546 4,546 0.00 364 0.4606
2016-05-13 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 0 0 0.0000
2016-02-08 2015-12-31 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 0 -4,945 -100.00 0 -100.00
2015-11-12 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,945 378 8.28 356 10.56 0.6787
2015-08-11 2015-06-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 4,567 -217 -4.54 322 -12.26 0.3742
2015-08-10 2015-06-30 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 4,567 322
2015-05-14 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,784 -205 -4.11 367 -11.99 0.4227
2015-02-13 2014-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,989 0 0.00 417 11.80 0.4043
2014-11-17 2014-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,989 0 0.00 373 0.81 0.6449
2014-08-18 2014-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,989 -55 -1.09 370 3.06 0.3971
2014-05-14 2014-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,044 -150 -2.89 359 0.00 0.3605
2014-02-14 2013-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,194 -613 -10.56 359 -7.24 0.2141
2013-11-01 2013-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,807 55 0.96 387 -0.51 0.2464
2013-08-12 2013-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,752 5,752 389 0.2503
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.