Duke Energy Corporation
MX ˙ BMV ˙ US26441C2044
SecurityMX:DUK / Duke Energy Corporation
InstitutionFocus Financial Network, Inc.
Latest Disclosed Ownership13,282 shares
Latest Disclosed Value $ 1,739,174
Focus Financial Network, Inc. reports 1.12% decrease in ownership of DUK / Duke Energy Corporation

On April 14, 2026 - Focus Financial Network, Inc. filed a 13F-HR form disclosing ownership of 13,282 shares of Duke Energy Corporation (MX:DUK) valued at $1,739,174 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 13,432 shares of Duke Energy Corporation. This represents a change in shares of -1.12% 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)
2026-04-14 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,282 -150 -1.12 1,739 10.48 0.0623
2026-01-12 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 13,432 215 1.63 1,574 -3.73 0.0548
2025-10-10 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 13,217 148 1.13 1,636 6.03 0.0583
2025-07-10 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 13,069 1,039 8.64 1,542 5.11 0.0609
2025-04-15 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,030 -142 -1.17 1,467 11.90 0.0600
2025-01-29 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,172 25 0.21 1,311 -6.36 0.0521
2024-10-28 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 12,147 -156 -1.27 1,401 5.90 0.0572
2024-07-22 2024-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 12,303 -83 -0.67 1,323 11.28 0.0565
2024-04-24 2024-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 12,386 223 1.83 1,188 10.72 0.0579
2024-07-23 2023-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 12,163 1,488 13.94 1,073 12.12 0.0606
2024-07-23 2023-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,675 -647 -5.71 958 -12.36 0.0532
2024-07-23 2023-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,322 270 2.44 1,092 -4.04 0.0680
2024-07-24 2022-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 11,052 542 5.16 1,138 16.48 0.0926
2024-07-24 2022-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,510 161 1.56 978 -11.90 0.0844
2024-07-24 2022-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,349 271 2.69 1,109 -1.42 0.0916
2024-07-24 2022-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,078 -17,356 -63.26 1,125 -60.90 0.0784
2024-07-24 2021-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 27,434 1,279 4.89 2,878 12.74 0.4213
2024-07-24 2021-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 26,155 -81 -0.31 2,552 -1.47 0.3407
2024-07-24 2021-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 26,236 -151 -0.57 2,590 1.69 0.3445
2024-07-24 2021-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 26,387 15,531 143.06 2,547 156.50 0.2980
2024-07-24 2020-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,856 -308 -2.76 994 0.51 0.0881
2024-07-24 2020-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,164 -158 -1.40 989 9.29 0.0923
2024-07-24 2020-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 11,322 1,053 10.25 905 8.92 0.1005
2024-07-24 2020-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,269 619 6.41 831 -5.68 0.1115
2024-07-24 2019-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 9,650 2,173 29.06 880 22.91 0.1079
2024-07-24 2019-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,477 431 6.12 717 15.30 0.0993
2024-07-24 2019-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 7,046 1,398 24.75 622 22.24 0.0921
2024-07-24 2019-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 5,648 5,648 508 0.0815
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.