Duke Energy Corporation
MX ˙ BMV ˙ US26441C2044
SecurityMX:DUK / Duke Energy Corporation
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership253 shares
Latest Disclosed Value $ 33,087
Winch Advisory Services, LLC reports 0.80% increase in ownership of DUK / Duke Energy Corporation

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 253 shares of Duke Energy Corporation (MX:DUK) valued at $33,087 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 251 shares of Duke Energy Corporation. This represents a change in shares of 0.80% 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)
2026-04-30 2026-03-31 13F DUKE ENERGY COM 26441C204 253 2 0.80 33 13.79 0.0076
2026-02-03 2025-12-31 13F DUKE ENERGY COM 26441C204 251 3 1.21 29 -3.33 0.0065
2025-11-12 2025-09-30 13F DUKE ENERGY COM 26441C204 248 -73 -22.74 31 -18.92 0.0069
2025-08-07 2025-06-30 13F DUKE ENERGY COM 26441C204 321 3 0.94 38 -2.63 0.0093
2025-05-06 2025-03-31 13F DUKE ENERGY COM 26441C204 318 2 0.63 39 11.76 0.0103
2025-01-14 2024-12-31 13F DUKE ENERGY COM 26441C204 316 243 332.88 34 325.00 0.0088
2024-10-21 2024-09-30 13F DUKE ENERGY COM 26441C204 73 1 1.39 8 14.29 0.0023
2024-07-31 2024-06-30 13F DUKE ENERGY COM 26441C204 72 0 0.00 7 16.67 0.0021
2024-05-14 2024-03-31 13F DUKE ENERGY COM 26441C204 72 1 1.41 7 0.00 0.0021
2024-01-18 2023-12-31 13F DUKE ENERGY CORP COM 26441C204 71 1 1.43 7 0.0023
2023-11-06 2023-09-30 13F DUKE ENERGY CORP COM 26441C204 70 1 1.45 0 0.0022
2023-08-08 2023-06-30 13F DUKE ENERGY CORP COM 26441C204 69 0 0.00 0 0.0022
2023-05-10 2023-03-31 13F DUKE ENERGY CORP COM 26441C204 69 1 1.47 0 0.0027
2023-01-26 2022-12-31 13F DUKE ENERGY CORP COM 26441C204 68 1 1.49 0 -100.00 0.0030
2022-10-31 2022-09-30 13F DUKE ENERGY CORP COM 26441C204 67 0 0.00 6 -14.29 0.0026
2022-08-12 2022-06-30 13F DUKE ENERGY CORP COM 26441C204 67 1 1.52 7 0.00 0.0029
2022-04-26 2022-03-31 13F DUKE ENERGY CORP COM 26441C204 66 -1 -1.49 7 0.00 0.0024
2022-02-04 2021-12-31 13F DUKE ENERGY CORP COM COM 26441C204 67 1 1.52 7 16.67 0.0023
2021-11-10 2021-09-30 13F DUKE ENERGY CORP COM COM 26441C204 66 1 1.54 6 0.00 0.0021
2021-08-05 2021-06-30 13F DUKE ENERGY CORP COM COM 26441C204 65 0 0.00 6 0.00 0.0022
2021-05-03 2021-03-31 13F DUKE ENERGY CORP COM COM 26441C204 65 1 1.56 6 0.00 0.0024
2021-02-09 2020-12-31 13F DUKE ENERGY CORP COM COM 26441C204 64 1 1.59 6 0.00 0.0025
2020-11-04 2020-09-30 13F DUKE ENERGY CORP COM COM 26441C204 63 0 0.00 6 20.00 0.0025
2020-08-12 2020-06-30 13F DUKE ENERGY CORP COM COM 26441C204 63 1 1.61 5 0.00 0.0024
2020-05-13 2020-03-31 13F DUKE ENERGY CORP COM COM 26441C204 62 1 1.64 5 -16.67 0.0025
2020-02-12 2019-12-31 13F DUKE ENERGY CORP COM COM 26441C204 61 -67 -52.34 6 -50.00 0.0028
2019-11-13 2019-09-30 13F DUKE ENERGY CORP COM COM 26441C204 128 1 0.79 12 9.09 0.0062
2019-08-07 2019-06-30 13F DUKE ENERGY CORP COM COM 26441C204 127 21 19.81 11 10.00 0.0057
2019-05-13 2019-03-31 13F DUKE ENERGY CORP COM COM 26441C204 106 40 60.61 10 66.67 0.0055
2019-02-05 2018-12-31 13F DUKE ENERGY HOLDINGS CORP COM COM 26441C204 66 -118 -64.13 6 -60.00 0.0033
2018-11-13 2018-09-30 13F DUKE ENERGY HOLDINGS CORP COM COM 26441C204 184 1 0.55 15 7.14 0.0075
2018-08-13 2018-06-30 13F DUKE ENERGY HOLDINGS CORP COM COM 26441C204 183 -90 -32.97 14 -33.33 0.0075
2018-05-11 2018-03-31 13F DUKE ENERGY HOLDINGS CORP COM COM 26441C204 273 -212 -43.71 21 -48.78 0.0123
2018-02-13 2017-12-31 13F DUKE ENERGY HOLDINGS CORP COM COM 26441C204 485 90 22.78 41 24.24 0.0247
2017-11-13 2017-09-30 13F DUKE ENERGY HOLDINGS CORP COM COM 26441C204 395 4 1.02 33 0.00 0.0215
2017-08-07 2017-06-30 13F Duke Energy COM 26441C204 391 200 104.71 33 106.25 0.0208
2017-05-01 2017-03-31 13F DUKE ENERGY HOLDINGS CORP COM COM 26441C204 191 2 1.06 16 6.67 0.0102
2017-01-19 2016-12-31 13F DUKE ENERGY HOLDINGS CORP COM COM 26441C204 189 2 1.07 15 0.00 0.0103
2016-11-02 2016-09-30 13F DUKE ENERGY HOLDINGS CORP COM COM 26441C204 187 129 222.41 15 200.00 0.0122
2016-05-12 2016-03-31 13F DUKE ENERGY HOLDINGS CORP COM COM 26441C204 58 58 5 0.0081
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.