Duke Energy Corporation
MX ˙ BMV ˙ US26441C2044
SecurityMX:DUK / Duke Energy Corporation
InstitutionTriangle Securities Wealth Management
Latest Disclosed Ownership28,987 shares
Latest Disclosed Value $ 3,795,512
Triangle Securities Wealth Management reports 0.49% decrease in ownership of DUK / Duke Energy Corporation

On April 20, 2026 - Triangle Securities Wealth Management filed a 13F-HR form disclosing ownership of 28,987 shares of Duke Energy Corporation (MX:DUK) valued at $3,795,512 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 29,131 shares of Duke Energy Corporation. This represents a change in shares of -0.49% during the quarter.

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)
2026-04-20 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 28,987 -144 -0.49 3,796 11.16 0.8614
2026-01-13 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 29,131 -845 -2.82 3,415 -7.95 0.7199
2025-10-15 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 29,976 1,033 3.57 3,710 8.61 0.8397
2025-07-10 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 28,943 -1,881 -6.10 3,415 -9.15 0.8404
2025-04-10 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 30,824 235 0.77 3,760 14.08 0.9671
2025-01-15 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 30,589 1,020 3.45 3,296 -3.34 0.8453
2024-11-14 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 29,569 -700 -2.31 3,409 12.40 0.8812
2024-07-10 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 30,269 1,994 7.05 3,034 10.94 0.8568
2024-04-10 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 28,275 1,262 4.67 2,735 4.31 0.7795
2024-01-10 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,013 1,333 5.19 2,621 15.67 0.8150
2023-10-10 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 25,680 400 1.58 2,267 -0.09 0.8060
2023-07-13 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 25,280 -273 -1.07 2,269 -7.99 0.7805
2023-04-20 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 25,553 -300 -1.16 2,465 -7.40 0.8816
2023-01-11 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 25,853 339 1.33 2,663 12.18 0.9762
2022-10-19 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 25,514 -327 -1.27 2,373 -14.33 0.9697
2022-07-11 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 25,841 -170 -0.65 2,770 -4.61 1.0792
2022-04-13 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 26,011 -25 -0.10 2,904 6.33 0.9722
2022-01-14 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 26,036 -23 -0.09 2,731 7.39 0.8547
2021-10-14 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 26,059 92 0.35 2,543 -0.82 0.8631
2021-07-12 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 25,967 6 0.02 2,564 2.31 0.8670
2021-04-12 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 25,961 451 1.77 2,506 7.28 0.9059
2021-01-11 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 25,510 -436 -1.68 2,336 1.65 0.9251
2020-10-09 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 25,946 572 2.25 2,298 13.37 1.0389
2020-07-08 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 25,374 3,038 13.60 2,027 12.17 0.9698
2020-04-06 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 22,336 986 4.62 1,807 -7.19 1.0415
2020-01-09 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 21,350 -1,607 -7.00 1,947 -11.54 0.8438
2019-10-15 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 22,957 627 2.81 2,201 9.94 1.0761
2019-07-10 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 22,330 936 4.38 2,002 4.00 1.0170
2019-04-10 2019-03-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 21,394 -6,139 -22.30 1,925 -18.98 1.0088
2019-04-08 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 21,394 1,925
2019-01-17 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,533 1,023 3.86 2,376 12.02 1.4030
2018-10-04 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 26,510 -730 -2.68 2,121 -1.53 1.1266
2018-07-12 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 27,240 -664 -2.38 2,154 -0.37 1.2037
2018-04-11 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,904 -79 -0.28 2,162 -8.16 1.2419
2018-01-10 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,983 -154 -0.55 2,354 -0.30 1.3441
2017-10-11 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 28,137 -981 -3.37 2,361 -3.00 1.4045
2017-07-06 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 29,118 -302 -1.03 2,434 0.87 1.6085
2017-04-05 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 29,420 -499 -1.67 2,413 3.92 1.5398
2017-01-19 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 29,919 693 2.37 2,322 -0.73 1.5512
2016-10-06 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 29,226 -260 -0.88 2,339 -7.55 1.6177
2016-07-07 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 29,486 651 2.26 2,530 8.77 1.8877
2016-04-08 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 28,835 -83 -0.29 2,326 12.69 1.5173
2016-01-28 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 28,918 10,215 54.62 2,064 53.34 1.3831
2015-10-08 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 18,703 57 0.31 1,346 2.20 1.0178
2015-07-15 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 18,646 115 0.62 1,317 -7.45 0.9306
2015-04-13 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,531 46 0.25 1,423 -7.84 0.9853
2015-01-08 2014-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,485 -451 -2.38 1,544 9.04 1.0988
2014-10-16 2014-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 18,936 -286 -1.49 1,416 -0.70 1.0881
2014-07-16 2014-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,222 -862 -4.29 1,426 -2.19 1.0925
2014-04-14 2014-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 20,084 1,372 7.33 1,458 12.94 1.3105
2014-01-13 2013-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,712 -822 -4.21 1,291 -1.00 1.0479
2013-10-08 2013-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,534 -273 -1.38 1,304 -2.47 1.1363
2013-07-10 2013-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 19,807 19,807 1,337 0.9887
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.