Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionPlimoth Trust Co Llc
Latest Disclosed Ownership34,567 shares
Latest Disclosed Value $ 4,526,203
Plimoth Trust Co Llc reports 1.02% increase in ownership of DUK / Duke Energy Corporation

On April 27, 2026 - Plimoth Trust Co Llc filed a 13F-HR form disclosing ownership of 34,567 shares of Duke Energy Corporation (US:DUK) valued at $4,526,203 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 34,217 shares of Duke Energy Corporation. This represents a change in shares of 1.02% during the quarter. The current value of the position is $4,183,990 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)
2026-04-27 2026-03-31 13F Duke Energy Com 26441C204 34,567 350 1.02 4,526 12.87 1.0117
2026-01-27 2025-12-31 13F Duke Energy Com 26441C204 34,217 1,094 3.30 4,011 -2.15 0.8936
2025-10-17 2025-09-30 13F Duke Energy Com 26441C204 33,123 -682 -2.02 4,099 2.76 0.9282
2025-07-22 2025-06-30 13F Duke Energy Com 26441C204 33,805 747 2.26 3,989 -1.09 0.9566
2025-04-21 2025-03-31 13F Duke Energy Com 26441C204 33,058 966 3.01 4,032 16.63 1.0503
2025-01-23 2024-12-31 13F Duke Energy Com 26441C204 32,092 -50 -0.16 3,458 -6.69 0.8880
2024-10-21 2024-09-30 13F Duke Energy Com 26441C204 32,142 5 0.02 3,706 15.03 0.9337
2024-07-23 2024-06-30 13F Duke Energy Com 26441C204 32,137 410 1.29 3,221 4.99 0.8595
2024-04-18 2024-03-31 13F Duke Energy Com 26441C204 31,727 741 2.39 3,068 2.06 0.8175
2024-01-26 2023-12-31 13F Duke Energy Com 26441C204 30,986 3,493 12.71 3,007 23.91 0.8677
2023-10-20 2023-09-30 13F Duke Energy Com 26441C204 27,493 2,180 8.61 2,427 6.83 0.7599
2023-07-24 2023-06-30 13F Duke Energy Com 26441C204 25,313 -374 -1.46 2,272 -8.35 0.6795
2023-04-26 2023-03-31 13F Duke Energy Com 26441C204 25,687 429 1.70 2,478 123,800.00 0.7689
2023-01-19 2022-12-31 13F Duke Energy Com 26441C204 25,258 532 2.15 3 -99.91 0.8392
2022-10-18 2022-09-30 13F Duke Energy Com 26441C204 24,726 -727 -2.86 2,300 -15.72 0.7950
2022-07-15 2022-06-30 13F Duke Energy Com 26441C204 25,453 -416 -1.61 2,729 -5.54 0.8608
2022-04-25 2022-03-31 13F Duke Energy Com 26441C204 25,869 -718 -2.70 2,889 3.59 0.7675
2022-01-27 2021-12-31 13F Duke Energy Com 26441C204 26,587 -817 -2.98 2,789 4.26 0.7072
2021-10-22 2021-09-30 13F Duke Energy Com 26441C204 27,404 -2,004 -6.81 2,675 -7.85 0.7563
2021-07-20 2021-06-30 13F Duke Energy Com 26441C204 29,408 -2,793 -8.67 2,903 -6.60 0.8148
2021-04-14 2021-03-31 13F Duke Energy Com 26441C204 32,201 -242 -0.75 3,108 4.61 0.9172
2021-01-22 2020-12-31 13F Duke Energy Com 26441C204 32,443 -300 -0.92 2,971 2.48 0.9278
2020-10-27 2020-09-30 13F Duke Energy Com 26441C204 32,743 1,398 4.46 2,899 15.77 0.9722
2020-07-20 2020-06-30 13F Duke Energy Com 26441C204 31,345 1,479 4.95 2,504 3.64 0.8905
2020-04-22 2020-03-31 13F Duke Energy Com 26441C204 29,866 -112 -0.37 2,416 -11.63 1.0131
2020-01-29 2019-12-31 13F Duke Energy Com 26441C204 29,978 720 2.46 2,734 -2.53 0.8842
2019-10-28 2019-09-30 13F Duke Energy Com 26441C204 29,258 485 1.69 2,805 10.52 0.9197
2019-08-05 2019-06-30 13F Duke Energy Com 26441C204 28,773 -271 -0.93 2,538 -2.91 0.8352
2019-04-19 2019-03-31 13F Duke Energy Com 26441C204 29,044 3,035 11.67 2,614 16.49 0.8695
2019-01-25 2018-12-31 13F Duke Energy Com 26441C204 26,009 -174 -0.66 2,244 7.06 0.8274
2018-12-13 2018-09-30 13F Duke Energy Com 26441C204 26,183 760 2.99 2,096 4.23 0.6793
2018-12-12 2018-06-30 13F Duke Energy Com 26441C204 25,423 549 2.21 2,011 4.36 0.6891
2018-12-21 2018-03-31 13F Duke Energy Com 26441C204 24,874 1,243 5.26 1,927 -3.07 0.6657
2018-12-26 2017-12-31 13F Duke Energy Com 26441C204 23,631 23,631 1,988 0.7121
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.