Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionCreative Financial Designs Inc /adv
Latest Disclosed Ownership24,124 shares
Latest Disclosed Value $ 3,158,762
Creative Financial Designs Inc /adv reports 1.27% increase in ownership of DUK / Duke Energy Corporation

On April 13, 2026 - Creative Financial Designs Inc /adv filed a 13F-HR form disclosing ownership of 24,124 shares of Duke Energy Corporation (US:DUK) valued at $3,158,797 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 23,821 shares of Duke Energy Corporation. This represents a change in shares of 1.27% during the quarter. The current value of the position is $2,919,969 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)
2026-04-13 2026-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 24,124 303 1.27 3,159 13.11 0.1920
2026-02-06 2025-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 23,821 843 3.67 2,792 -1.79 0.1759
2025-11-12 2025-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 22,978 1,047 4.77 2,843 9.90 0.1910
2025-08-04 2025-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 21,931 -557 -2.48 2,588 -5.65 0.1863
2025-04-23 2025-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 22,488 23 0.10 2,743 13.31 0.2190
2025-02-10 2024-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 22,465 75 0.33 2,420 -6.24 0.1967
2024-10-28 2024-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 22,390 -546 -2.38 2,582 12.32 0.2176
2024-08-06 2024-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 22,936 -116 -0.50 2,299 3.10 0.2047
2024-05-01 2024-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 23,052 238 1.04 2,229 0.72 0.2109
2024-01-10 2023-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 22,814 15 0.07 2,214 9.99 0.2248
2023-11-14 2023-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 22,799 -120 -0.52 2,012 -2.14 0.2346
2023-07-26 2023-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 22,919 -3,396 -12.91 2,057 -18.99 0.2421
2023-04-25 2023-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 26,315 12,896 96.10 2,539 83.65 0.3324
2023-02-01 2022-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 13,419 829 6.58 1,382 18.02 0.2041
2022-11-01 2022-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 12,590 1,442 12.94 1,171 -2.01 0.1912
2022-08-01 2022-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 11,148 -264 -2.31 1,195 -6.20 0.1962
2022-04-15 2022-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 11,412 653 6.07 1,274 12.84 0.1939
2022-01-26 2021-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 10,759 270 2.57 1,129 10.25 0.1701
2021-10-08 2021-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 10,489 1,919 22.39 1,024 21.04 0.1694
2021-07-27 2021-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 8,570 767 9.83 846 12.35 0.1467
2021-04-19 2021-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,803 773 11.00 753 16.93 0.1472
2021-01-08 2020-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,030 33 0.47 644 3.87 0.1376
2020-10-06 2020-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,997 208 3.06 620 14.39 0.1531
2020-07-23 2020-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 6,789 -732 -9.73 542 -10.86 0.1642
2020-04-22 2020-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,521 -590 -7.27 608 -17.05 0.3128
2020-01-17 2019-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 8,111 324 4.16 733 -0.68 0.3277
2019-10-23 2019-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,787 476 6.51 738 12.50 0.3973
2019-08-07 2019-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 7,311 1,755 31.59 656 31.20 0.3559
2019-04-23 2019-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,556 1,672 43.05 500 49.25 0.2995
2019-01-24 2018-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,884 183 4.94 335 13.18 0.2430
2018-11-02 2018-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,701 1,537 71.03 296 73.10 0.1702
2018-07-13 2018-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 2,164 707 48.52 171 51.33 0.1004
2018-05-02 2018-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 1,457 -1,753 -54.61 113 -58.15 0.0724
2018-05-02 2017-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,210 -1,519 -32.12 270 -31.99 0.1833
2018-05-02 2017-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,729 -8 -0.17 397 0.25 0.2279
2018-05-02 2017-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,737 -325 -6.42 396 -4.58 0.2534
2018-05-02 2017-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,062 -79 -1.54 415 4.01 0.2982
2018-03-14 2016-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,141 5,141 399 0.3255
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.