Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership10,412 shares
Latest Disclosed Value $ 1,363,361
Western Wealth Management, LLC reports 5.42% increase in ownership of DUK / Duke Energy Corporation

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 10,412 shares of Duke Energy Corporation (US:DUK) valued at $1,363,347 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 9,877 shares of Duke Energy Corporation. This represents a change in shares of 5.42% during the quarter. The current value of the position is $1,260,268 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)
2026-05-19 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,412 535 5.42 1,363 17.80 0.0317
2026-02-05 2025-12-31 13F DUKE ENERGY Common Stock 26441C204 9,877 1,030 11.64 1,158 5.76 0.0533
2025-11-06 2025-09-30 13F DUKE ENERGY Common Stock 26441C204 8,847 -65 -0.73 1,095 4.09 0.0577
2025-08-11 2025-06-30 13F DUKE ENERGY Common Stock 26441C204 8,912 311 3.62 1,052 0.19 0.0624
2025-04-23 2025-03-31 13F DUKE ENERGY Common Stock 26441C204 8,601 -510 -5.60 1,049 6.93 0.0694
2025-04-16 2024-12-31 13F/A-1 DUKE ENERGY Common Stock 26441C204 9,111 186 2.08 982 -4.66 0.0640
2024-11-12 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,925 172 1.97 1,029 17.33 0.0587
2024-07-19 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,753 57 0.66 877 4.40 0.0650
2024-05-03 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,696 724 9.08 841 8.67 0.0654
2024-01-31 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,972 -174 -2.14 774 7.66 0.0558
2023-11-08 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 8,146 256 3.24 719 1.41 0.0607
2023-08-30 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,890 -176 -2.18 708 -9.00 0.0604
2023-08-30 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,066 1,343 19.98 778 12.43 0.0724
2023-02-03 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,723 -8,471 -55.75 692 -51.06 0.0708
2022-11-07 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 15,194 702 4.84 1,414 -9.07 0.0810
2022-07-18 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 14,492 776 5.66 1,555 1.57 0.0893
2022-05-10 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,716 6,486 89.71 1,531 101.71 0.0743
2022-02-14 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,230 -704 -8.87 759 -3.07 0.0749
2021-08-09 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,934 524 7.07 783 9.51 0.0805
2021-05-14 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,410 2,063 38.58 715 45.92 0.0961
2021-02-10 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,347 113 2.16 490 5.60 0.0719
2020-10-27 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,234 -814 -13.46 464 -4.33 0.0758
2020-07-20 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,048 -79 -1.29 485 -1.42 0.0879
2020-04-27 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,127 -98,374 -94.14 492 -94.86 0.1128
2020-02-10 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 104,501 98,734 1,712.05 9,580 1,626.13 1.4516
2019-11-08 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,767 -192,287 -97.09 555 -96.83 0.1155
2019-08-06 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 198,054 192,587 3,522.72 17,484 3,439.27 2.2963
2019-05-10 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,467 -16 -0.29 494 4.44 0.1100
2019-02-15 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,483 5,483 473 0.1272
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.