Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionProspera Financial Services Inc
Latest Disclosed Ownership57,658 shares
Latest Disclosed Value $ 7,552,892
Prospera Financial Services Inc reports 0.66% increase in ownership of DUK / Duke Energy Corporation

On April 14, 2026 - Prospera Financial Services Inc filed a 13F-HR form disclosing ownership of 57,658 shares of Duke Energy Corporation (US:DUK) valued at $7,549,739 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 57,281 shares of Duke Energy Corporation. This represents a change in shares of 0.66% during the quarter. The current value of the position is $6,978,924 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)
2026-04-14 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 57,658 377 0.66 7,553 12.43 0.1216
2026-02-09 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 57,281 -2,427 -4.06 6,717 -9.12 0.1103
2025-11-06 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 59,708 159 0.27 7,392 5.15 0.1261
2025-08-06 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 59,549 -2,961 -4.74 7,030 -7.84 0.1310
2025-05-15 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 62,510 -4,276 -6.40 7,627 5.97 0.1753
2025-02-13 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 66,786 4,835 7.80 7,198 0.73 0.1677
2024-11-07 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 61,951 2,174 3.64 7,146 19.22 0.1825
2024-08-13 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 59,777 -1,525 -2.49 5,994 1.06 0.1667
2024-08-13 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 61,302 1,711 2.87 5,930 2.56 0.1767
2024-02-14 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 59,591 6,667 12.60 5,783 23.73 0.1915
2023-11-13 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 52,924 6,456 13.89 4,673 12.04 0.1807
2023-08-08 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 46,468 7,129 18.12 4,172 9.85 0.1597
2023-05-12 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 39,339 1,628 4.32 3,797 -2.21 0.1560
2023-02-08 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 37,711 1,520 4.20 3,884 15.26 0.1946
2022-10-27 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 36,191 4,555 14.40 3,369 -0.74 0.1758
2022-08-08 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 31,636 1,008 3.29 3,394 -0.82 0.1731
2022-05-04 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 30,628 374 1.24 3,422 7.78 0.1433
2022-02-10 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 30,254 1,170 4.02 3,175 11.80 0.1372
2021-11-12 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 29,084 -1,182 -3.91 2,840 -4.98 0.1415
2021-08-16 2021-06-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 30,266 1,640 5.73 2,989 8.10 0.1498
2021-08-12 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 30,266 1,640 2,990 0.1539
2021-05-06 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 28,626 395 1.40 2,765 6.88 0.1641
2021-02-12 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 28,231 28,231 2,587 0.1782
2020-11-04 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 0 -26,242 -100.00 0 -100.00
2020-08-10 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 26,242 632 2.47 2,096 1.21 0.1857
2020-05-15 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 25,610 1,634 6.82 2,071 -5.30 0.2198
2020-02-12 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 23,976 62 0.26 2,187 -4.58 0.1685
2019-10-22 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 23,914 69 0.29 2,292 8.37 0.2354
2019-08-14 2019-06-30 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 23,845 -384 -1.58 2,115 -3.11 0.2374
2019-08-14 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 18,610 -5,619 1,602
2019-05-02 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 24,229 5,619 30.19 2,183 36.27 0.7186
2019-02-13 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,610 989 5.61 1,602 14.67 0.3233
2018-10-25 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 17,621 -3,853 -17.94 1,397 -18.26 0.2604
2018-07-18 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 21,474 2,672 14.21 1,709 17.22 0.2315
2018-04-12 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 18,802 3,889 26.08 1,458 17.39 0.2036
2018-01-23 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 14,913 -1,389 -8.52 1,242 -9.48 0.1897
2017-10-11 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 16,302 1,166 7.70 1,372 8.63 0.2087
2017-07-19 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 15,136 -151 -0.99 1,263 0.32 0.2026
2017-04-13 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 15,287 -15,499 -50.34 1,259 -47.32 0.2269
2017-01-11 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 30,786 14,360 87.42 2,390 81.75 0.4682
2016-10-12 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 16,426 803 5.14 1,315 -1.87 0.2641
2016-07-26 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 15,623 929 6.32 1,340 12.98 0.2771
2016-04-12 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 14,694 6,053 70.05 1,186 92.22 0.2640
2016-01-12 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 8,641 4,232 95.99 617 94.64 0.1353
2015-10-16 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,409 4,409 0.00 317 0.0802
2015-08-07 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 0 -2,605 -100.00 0 -100.00
2015-04-22 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,605 -576 -18.11 200 -24.81 0.0445
2015-01-14 2014-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,181 -541 -14.54 266 -4.32 0.0663
2014-10-16 2014-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,722 2 0.05 278 0.72 0.0749
2014-07-07 2014-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,720 50 1.36 276 5.75 0.0747
2014-04-04 2014-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,670 147 4.17 261 7.41 0.0824
2014-02-13 2013-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,523 -1,558 -30.66 243 -28.95 0.0817
2013-11-04 2013-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,081 11 0.22 342 0.88 0.1297
2013-08-15 2013-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 5,070 5,070 339 0.1569
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.