Duke Energy Corporation
MX ˙ BMV ˙ US26441C2044
SecurityMX:DUK / Duke Energy Corporation
InstitutionBlue Fin Capital, Inc.
Latest Disclosed Ownership4,720 shares
Latest Disclosed Value $ 618,087
Blue Fin Capital, Inc. ownership in DUK / Duke Energy Corporation

On May 28, 2026 - Blue Fin Capital, Inc. filed a 13F-HR form disclosing ownership of 4,720 shares of Duke Energy Corporation (MX:DUK) valued at $618,087 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 4,720 shares of Duke Energy Corporation. This represents a change in shares of 0.00% during the quarter.

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)
2026-05-28 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,720 0 0.00 618 11.75 0.1014
2026-01-23 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,720 51 1.09 553 -4.16 0.0858
2025-11-21 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,669 -100 -2.10 578 2.67 0.0908
2025-08-13 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,769 0 0.00 563 -3.27 0.0958
2025-11-21 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,769 196 4.29 582 18.09 0.1128
2025-02-18 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,573 272 6.32 493 -0.61 0.0908
2024-11-05 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,301 0 0.00 496 14.85 0.0942
2024-07-31 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,301 0 0.00 431 3.86 0.0861
2024-05-14 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,301 0 0.00 416 -0.48 0.0927
2024-02-06 2023-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,301 0 0.00 417 10.03 0.1071
2023-10-19 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,301 0 0.00 380 -1.56 0.1108
2023-07-31 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,301 0 0.00 386 -8.55 0.1102
2023-05-12 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,301 -36 -0.83 422 -5.61 0.1363
2023-01-23 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,337 -11 -0.25 447 10.40 0.1636
2022-11-04 2022-09-30 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 4,348 -19 -0.44 404 -13.68 0.1526
2022-08-08 2022-06-30 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 4,367 0 0.00 468 -3.90 0.1657
2022-04-12 2022-03-31 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 4,367 0 0.00 487 6.33 0.1412
2022-01-19 2021-12-31 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 4,367 0 0.00 458 7.51 0.1268
2021-10-25 2021-09-30 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 4,367 -333 -7.09 426 -7.99 0.1300
2021-07-19 2021-06-30 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 4,700 -270 -5.43 463 -3.34 0.1426
2021-05-05 2021-03-31 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 4,970 -48 -0.96 479 4.36 0.1642
2021-01-28 2020-12-31 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 5,018 -54 -1.06 459 2.23 0.1643
2020-10-28 2020-09-30 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 5,072 0 0.00 449 10.86 0.1816
2020-08-10 2020-06-30 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 5,072 -100 -1.93 405 -3.11 0.1793
2020-04-28 2020-03-31 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 5,172 0 0.00 418 -11.44 0.2307
2020-02-10 2019-12-31 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 5,172 0 0.00 472 -4.65 0.2224
2019-11-07 2019-09-30 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 5,172 0 0.00 495 8.55 0.2591
2019-07-22 2019-06-30 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 5,172 -29 -0.56 456 -2.56 0.2350
2019-04-23 2019-03-31 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 5,201 -220 -4.06 468 0.21 0.2457
2019-01-16 2018-12-31 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 5,421 -330 -5.74 467 1.52 0.2789
2018-12-27 2018-09-30 13F/A-2 DUKE ENERGY CORP NEW COM COM NEW 26441C204 5,751 -193 -3.25 460 -2.13 0.2278
2018-11-09 2018-09-30 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 5,751 -193 460
2018-12-31 2018-06-30 13F/A-2 DUKE ENERGY CORP NEW COM COM NEW 26441C204 5,944 -72 -1.20 470 0.86 0.2511
2018-08-06 2018-06-30 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 5,944 -72 470
2018-05-07 2018-03-31 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 6,016 0 0.00 466 -7.91 0.2632
2018-01-26 2017-12-31 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 6,016 100 1.69 506 2.02 0.2948
2017-10-11 2017-09-30 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 5,916 0 0.00 496 0.40 0.3041
2017-08-02 2017-06-30 13F DUKE ENERGY CORP NEW COM COM NEW 26441C204 5,916 -100 -1.66 494 0.20 0.3178
2017-05-01 2017-03-31 13F Duke Energy COM NEW 26441C204 6,016 0 0.00 493 5.57 0.3021
2017-02-02 2016-12-31 13F Duke Energy COM NEW 26441C204 6,016 633 11.76 467 8.35 0.3088
2016-10-21 2016-09-30 13F Duke Energy COM NEW 26441C204 5,383 0 0.00 431 -6.71 0.3493
2016-07-29 2016-06-30 13F Duke Energy COM NEW 26441C204 5,383 125 2.38 462 8.96 0.3831
2016-04-14 2016-03-31 13F Duke Energy COM NEW 26441C204 5,258 -908 -14.73 424 -3.64 0.3610
2016-01-07 2015-12-31 13F Duke Energy COM NEW 26441C204 6,166 -423 -6.42 440 -7.17 0.3389
2015-10-13 2015-09-30 13F Duke Energy COM NEW 26441C204 6,589 -166 -2.46 474 -0.63 0.3689
2015-07-23 2015-06-30 13F Duke Energy COM NEW 26441C204 6,755 -80 -1.17 477 -9.14 0.3433
2015-04-06 2015-03-31 13F Duke Energy COM NEW 26441C204 6,835 0 0.00 525 -8.06 0.3791
2015-01-09 2014-12-31 13F Duke Energy COM NEW 26441C204 6,835 300 4.59 571 16.77 0.4304
2014-11-06 2014-09-30 13F Duke Energy COM NEW 26441C204 6,535 67 1.04 489 1.88 0.3878
2014-07-29 2014-06-30 13F Duke Energy COM NEW 26441C204 6,468 534 9.00 480 13.48 0.3847
2014-05-13 2014-03-31 13F Duke Energy COM NEW 26441C204 5,934 70 1.19 423 4.44 0.3728
2014-02-07 2013-12-31 13F Duke Energy COM NEW 26441C204 5,864 5,864 405 0.3608
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.