Duke Energy Corporation
US ˙ NYSE ˙ US26441C2044

SecurityDUK / Duke Energy Corporation
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership3,852 shares
Latest Disclosed Value $ 504,353
Sunbelt Securities, Inc. reports 20.41% decrease in ownership of DUK / Duke Energy Corporation

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 3,852 shares of Duke Energy Corporation (US:DUK) valued at $504,381 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 4,840 shares of Duke Energy Corporation. This represents a change in shares of -20.41% during the quarter. The current value of the position is $466,246 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)
2026-05-16 2026-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,852 -988 -20.41 504 -11.11 0.0318
2026-02-20 2025-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,840 0 0.00 567 -5.18 0.0378
2025-11-19 2025-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,840 144 3.07 599 18.42 0.0414
2025-08-14 2025-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,696 408 9.51 506 -3.44 0.0447
2025-04-24 2025-03-31 13F DINE BRANDS GLOBAL INC COM Stock 26441C204 4,288 -408 -8.69 523 3.56 0.0467
2025-02-18 2024-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,696 806 20.72 506 12.72 0.0446
2024-11-18 2024-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,890 0 0.00 449 15.17 0.0440
2024-08-16 2024-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,890 0 0.00 390 3.46 0.0399
2024-04-15 2024-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,890 213 5.79 376 5.62 0.0420
2024-02-15 2023-12-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 3,677 -1,112 -23.22 357 -15.64 0.0449
2023-12-11 2023-09-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 4,789 -348 -6.77 423 -8.46 0.0585
2023-08-16 2023-06-30 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,137 0 0.00 461 -6.68 0.0663
2023-05-17 2023-03-31 13F DUKE ENERGY CORP NEW COM Stock 26441C204 5,137 348 7.27 494 0.20 0.0794
2023-02-08 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,789 2 0.04 493 10.79 0.0964
2022-11-21 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,787 -1 -0.02 445 -13.26 0.0941
2022-10-03 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,788 100 2.13 513 -1.91 0.1085
2022-05-16 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,688 -1,803 -27.78 523 -22.86 0.0958
2022-02-14 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,491 193 3.06 678 2.73 0.1101
2021-11-15 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,298 0 0.00 660 0.00 0.1186
2021-07-29 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 6,298 250 4.13 660 13.01 0.1188
2021-05-27 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 6,048 763 14.44 584 20.66 0.1150
2021-02-09 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,285 903 20.61 484 24.74 0.1000
2020-11-17 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,382 1,304 42.37 388 57.72 0.1079
2020-08-14 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 3,078 205 7.14 246 6.03 0.0845
2020-05-15 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,873 -40,204 -93.33 232 -94.10 0.0099
2020-02-26 2019-12-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 43,077 2,107 5.14 3,929 0.05 0.4136
2020-02-14 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 43,077 2,107 982 387.4453
2019-11-15 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 40,970 40,970 3,927 0.4404
2017-05-05 2017-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 0 -1,523 -100.00 0 -100.00
2017-02-13 2016-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,523 1,523 0.00 118 0.1446
2016-11-14 2016-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 0 -1,523 -100.00 0 -100.00
2016-08-11 2016-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 1,523 190 14.25 131 21.50 0.1371
2016-05-11 2016-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,333 333 33.30 108 50.70 0.1249
2016-02-11 2015-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 1,000 -1,000 -50.00 71 -50.35 0.0800
2015-11-12 2015-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,000 0 0.00 144 1.42 0.1522
2015-08-13 2015-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,000 0 0.00 141 -7.84 0.1505
2015-05-19 2015-03-31 13F/A-1 DUKE ENERGY CORP COM NEW 26441C204 2,000 2,000 154 0.1768
2015-05-14 2015-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 2,000 154
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.