Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionSigma Planning Corp
Latest Disclosed Ownership39,660 shares
Latest Disclosed Value $ 5,193,042
Sigma Planning Corp reports 4.09% increase in ownership of DUK / Duke Energy Corporation

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 39,660 shares of Duke Energy Corporation (US:DUK) valued at $5,193,080 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 38,100 shares of Duke Energy Corporation. This represents a change in shares of 4.09% during the quarter. The current value of the position is $4,800,446 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)
2026-05-04 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 39,660 1,560 4.09 5,193 16.30 0.1442
2026-01-30 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 38,100 130 0.34 4,466 -4.96 0.1233
2025-11-10 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 37,970 -3,193 -7.76 4,699 -3.27 0.1336
2025-08-05 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 41,163 -3,055 -6.91 4,857 -9.94 0.1460
2025-05-02 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 44,218 -2,297 -4.94 5,393 7.62 0.1720
2025-02-03 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 46,515 -7,008 -13.09 5,012 -18.80 0.1574
2024-11-04 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 53,523 -1,964 -3.54 6,171 10.97 0.1890
2024-08-06 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 55,487 2,393 4.51 5,561 8.32 0.1762
2024-05-02 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 53,094 30,580 135.83 5,135 135.07 0.1614
2024-02-01 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 22,514 -26,423 -53.99 2,185 -49.43 0.1709
2023-11-06 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 48,937 1,699 3.60 4,319 1.89 0.1619
2023-08-02 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 47,238 -1,567 -3.21 4,239 -9.96 0.1522
2023-05-08 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 48,805 -623 -1.26 4,708 -7.50 0.1565
2023-01-24 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 49,428 415 0.85 5,091 11.65 0.1820
2022-11-10 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 49,013 2,371 5.08 4,559 -8.84 0.1738
2022-08-11 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 46,642 -827 -1.74 5,001 -5.64 0.1738
2022-04-20 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 47,469 134 0.28 5,300 6.75 0.1588
2022-02-02 2021-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 47,335 1,792 3.93 4,965 11.70 0.1384
2021-10-28 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 45,543 -1,676 -3.55 4,445 -4.65 0.1337
2021-08-13 2021-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 47,219 3,811 8.78 4,662 11.26 0.1390
2021-05-06 2021-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 43,408 3,376 8.43 4,190 14.32 0.1339
2021-02-09 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 40,032 -765 -1.88 3,665 1.44 0.1246
2020-11-03 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 40,797 2,085 5.39 3,613 16.81 0.1430
2020-07-31 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 38,712 7,008 22.10 3,093 20.63 0.1358
2020-05-01 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 31,704 5,565 21.29 2,564 7.55 0.1522
2020-02-03 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 26,139 -3,526 -11.89 2,384 -16.17 0.1006
2019-11-01 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 29,665 -1,211 -3.92 2,844 4.37 0.1365
2019-08-01 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 30,876 2,645 9.37 2,725 7.24 0.1404
2019-05-01 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 28,231 2,254 8.68 2,541 13.34 0.1443
2019-01-31 2018-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 25,977 3,311 14.61 2,242 23.59 0.1631
2018-11-07 2018-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 22,666 266 1.19 1,814 2.43 0.1066
2018-08-02 2018-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 22,400 1,614 7.76 1,771 10.00 0.1186
2018-05-11 2018-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 20,786 -401 -1.89 1,610 -9.65 0.1177
2018-02-07 2017-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 21,187 2,649 14.29 1,782 14.52 0.1373
2017-11-06 2017-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 18,538 6,866 58.82 1,556 59.43 0.1283
2017-08-02 2017-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,672 541 4.86 976 6.90 0.0917
2017-04-24 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,131 323 2.99 913 8.82 0.0884
2017-01-23 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,808 -157 -1.43 839 -4.44 0.0917
2016-11-07 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,965 -982 -8.22 878 -14.34 0.1041
2016-07-22 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,947 429 3.72 1,025 10.33 0.1336
2016-04-18 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,518 648 5.96 929 19.72 0.1270
2016-01-20 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,870 375 3.57 776 2.78 0.1086
2015-11-02 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,495 86 0.83 755 2.72 0.1196
2015-07-14 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,409 3,015 40.78 735 29.40 0.1015
2015-04-23 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 7,394 -32,346 -81.39 568 -82.89 0.0752
2015-02-13 2014-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 39,740 39,740 3,320 0.4389
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.