듀크 에너지 코퍼레이션
MX ˙ BMV ˙ US26441C2044
SecurityMX:DUK / Duke Energy Corporation
InstitutionAaron Wealth Advisors LLC
Latest Disclosed Ownership10,338 shares
Latest Disclosed Value $ 1,353,658
Aaron Wealth Advisors LLC reports 26.77% decrease in ownership of DUK / Duke Energy Corporation

On April 21, 2026 - Aaron Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 10,338 shares of Duke Energy Corporation (MX:DUK) valued at $1,353,658 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 14,117 shares of Duke Energy Corporation. This represents a change in shares of -26.77% 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)
2026-04-21 2026-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 10,338 -3,779 -26.77 1,354 -18.20 0.0769
2026-01-21 2025-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 14,117 3,640 34.74 1,655 27.62 0.0904
2025-10-03 2025-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 10,477 6,268 148.92 1,297 161.29 0.0768
2025-07-09 2025-06-30 13F DUKE ENERGY CORP COM NEW 26441C204 4,209 102 2.48 497 -0.80 0.0507
2025-04-28 2025-03-31 13F DUKE ENERGY CORP COM NEW 26441C204 4,107 306 8.05 501 22.25 0.0574
2025-01-15 2024-12-31 13F DUKE ENERGY CORP COM NEW 26441C204 3,801 1,544 68.41 410 57.31 0.0475
2024-10-17 2024-09-30 13F DUKE ENERGY CORP COM NEW 26441C204 2,257 2,257 260 0.0310
2022-07-21 2022-06-30 13F DUKE ENERGY COM NEW 26441C204 0 -31,488 -100.00 0 -100.00
2022-05-10 2022-03-31 13F DUKE ENERGY COM NEW 26441C204 31,488 31,488 282 0.0039
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.