Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Duke Energy CORPDUK · Entity 2925 | Director | May 07, 2026 | May 11, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Duke Energy CORP
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,525 |
Reported balance
After 2026-05-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 1,602 · Balance 34,525 F1: Amount increased due to dividend reinvestment. F2: Includes 33,166 shares held in a revocable joint trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Amount increased due to dividend reinvestment.
F2: Includes 33,166 shares held in a revocable joint trust.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 07, 2026 Filed May 11, 2026 20:26 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,602 | $124.87 | $200,041.74 |
DisclosureSEC source: 0001478475-26-000002 · wk-form4_1778531172.xml · nonDerivative · entry 1 Herron John T · CIK 0001478475 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,525 F1 · balance_after: Amount increased due to dividend reinvestment. F2 · balance_after: Includes 33,166 shares held in a revocable joint trust. Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 18:31 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001478475-25-000004 · wk-form4_1755023482.xml · nonDerivative · entry 3 Herron John T · CIK 0001478475 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,923 F4 · balance_after: Includes 32,921 shares held in a revocable joint trust. Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 18:31 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001478475-25-000004 · wk-form4_1755023482.xml · nonDerivative · entry 2 Herron John T · CIK 0001478475 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,323 F3 · balance_after: Includes 33,321 shares held in a revocable joint trust. Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 18:31 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001478475-25-000004 · wk-form4_1755023482.xml · nonDerivative · entry 1 Herron John T · CIK 0001478475 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,723 F1 · balance_after: Amount increased due to dividend reinvestment. F2 · balance_after: Includes 33,721 shares held in a revocable joint trust. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:39 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,607 | $121.33 | $194,977.31 |
DisclosureSEC source: 0001326160-25-000145 · wk-form4_1746477546.xml · nonDerivative · entry 1 Herron John T · CIK 0001478475 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,815 F1 · balance_after: Amount increased due to dividend reinvestment. F2 · balance_after: Includes 32,208 shares held in a revocable joint trust. Read SEC document |
| May 22, 2024 Filed May 22, 2024 20:58 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-24-000154 · wk-form4_1716411484.xml · nonDerivative · entry 4 Herron John T · CIK 0001478475 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,048 F6 · balance_after: Includes 31,046 shares held in a revocable trust. Read SEC document |
| May 22, 2024 Filed May 22, 2024 20:58 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-24-000154 · wk-form4_1716411484.xml · nonDerivative · entry 3 Herron John T · CIK 0001478475 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,248 F5 · balance_after: Includes 31,246 shares held in a revocable trust. Read SEC document |
| May 22, 2024 Filed May 22, 2024 20:58 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-24-000154 · wk-form4_1716411484.xml · nonDerivative · entry 2 Herron John T · CIK 0001478475 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,448 F4 · balance_after: Includes 31,446 shares held in a revocable trust. Read SEC document |
| May 20, 2024 Filed May 22, 2024 20:58 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 1,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-24-000154 · wk-form4_1716411484.xml · nonDerivative · entry 1 Herron John T · CIK 0001478475 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,648 F1 · shares: Represents the transfer of 1,697 shares from directly held to a revocable joint trust. F2 · balance_after: Includes 31,646 shares held in a revocable joint trust. F3 · balance_after: Amount increased due to dividend reinvestment. Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:23 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,698.699 | $103.02 | $174,999.97 |
DisclosureSEC source: 0001326160-24-000137 · wk-form4_1715631804.xml · nonDerivative · entry 1 Herron John T · CIK 0001478475 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,328 F1 · shares: Any fraction of a share is paid out in cash upon distribution. F2 · balance_after: Amount increased due to dividend reinvestment. Read SEC document |
| May 04, 2023 Filed May 8, 2023 20:58 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,783.712 | $98.11 | $174,999.98 |
DisclosureSEC source: 0001326160-23-000142 · wf-form4_168357947647494.xml · nonDerivative · entry 1 Herron John T · CIK 0001478475 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,428 F1 · shares: Any fraction of a share is paid out in cash upon distribution. F2 · balance_after: Amount increased due to dividend reinvestment. Read SEC document |
| May 20, 2022 Filed May 23, 2022 20:31 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-22-000219 · wf-form4_165333788953465.xml · nonDerivative · entry 3 Herron John T · CIK 0001478475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,655 Read SEC document |
| May 20, 2022 Filed May 23, 2022 20:31 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-22-000219 · wf-form4_165333788953465.xml · nonDerivative · entry 2 Herron John T · CIK 0001478475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,855 Read SEC document |
| May 20, 2022 Filed May 23, 2022 20:31 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-22-000219 · wf-form4_165333788953465.xml · nonDerivative · entry 1 Herron John T · CIK 0001478475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,055 Read SEC document |
| May 05, 2022 Filed May 9, 2022 20:20 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,590 | $110.05 | $174,979.50 |
DisclosureSEC source: 0001326160-22-000202 · wf-form4_165212761332002.xml · nonDerivative · entry 1 Herron John T · CIK 0001478475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,255 Read SEC document |
| May 06, 2021 Filed May 11, 2021 00:13 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,591.406 | $100.54 | $159,999.96 |
DisclosureSEC source: 0001326160-21-000160 · wf-form4_162069198915219.xml · nonDerivative · entry 1 Herron John T · CIK 0001478475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,758.406 F1 · balance_after: Amount increased due to dividend reinvestment. Read SEC document |
| May 20, 2020 Filed May 22, 2020 21:02 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-20-000163 · wf-form4_159018134350744.xml · nonDerivative · entry 3 Herron John T · CIK 0001478475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,233 Read SEC document |
| May 20, 2020 Filed May 22, 2020 21:02 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-20-000163 · wf-form4_159018134350744.xml · nonDerivative · entry 2 Herron John T · CIK 0001478475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,433 Read SEC document |
| May 20, 2020 Filed May 22, 2020 21:02 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-20-000163 · wf-form4_159018134350744.xml · nonDerivative · entry 1 Herron John T · CIK 0001478475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,633 Read SEC document |
| May 07, 2020 Filed May 8, 2020 23:19 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,992.28 | $80.31 | $160,000.01 |
DisclosureSEC source: 0001326160-20-000137 · wf-form4_158897994700182.xml · nonDerivative · entry 1 Herron John T · CIK 0001478475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,833.28 Read SEC document |
| May 14, 2019 Filed Feb 12, 2020 22:24 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-20-000027 · wf-form5_158154625950693.xml · nonDerivative · entry 1 Herron John T · CIK 0001478475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,841 F1 · balance_after: Amount increased due to dividend reinvestment. Read SEC document |
| May 02, 2019 Filed May 6, 2019 20:38 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,781.539 | $89.81 | $160,000.02 |
DisclosureSEC source: 0001326160-19-000135 · wf-form4_155717508286264.xml · nonDerivative · entry 1 Herron John T · CIK 0001478475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,054.539 Read SEC document |
| May 17, 2018 Filed Mar 15, 2019 20:20 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-19-000102 · wf-form4_155268119915076.xml · nonDerivative · entry 1 Herron John T · CIK 0001478475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,280 F1 · balance_after: Reflects an increase due to dividend reinvestment. Read SEC document |
| May 03, 2018 Filed May 7, 2018 20:35 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 2,006.018 | $79.76 | $160,000.00 |
DisclosureSEC source: 0001326160-18-000119 · wf-form4_152572529820175.xml · nonDerivative · entry 1 Herron John T · CIK 0001478475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,701 F1 · balance_after: Amount increased due to dividend reinvestment. Read SEC document |
| May 18, 2017 Filed May 19, 2017 18:57 UTC | Duke Energy CORP DUK · Entity 2925 | PurchaseCommon Stock | 15 | $83.33 | $1,249.95 |
DisclosureSEC source: 0001326160-17-000123 · wf-form4_149522022691183.xml · nonDerivative · entry 2 Herron John T · CIK 0001478475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,221 Read SEC document |
| May 17, 2017 Filed May 19, 2017 18:57 UTC | Duke Energy CORP DUK · Entity 2925 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-17-000123 · wf-form4_149522022691183.xml · nonDerivative · entry 1 Herron John T · CIK 0001478475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,206 Read SEC document |
| May 04, 2017 Filed May 8, 2017 22:28 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,937.281 | $82.59 | $160,000.04 |
DisclosureSEC source: 0001326160-17-000090 · wf-form4_149428248705243.xml · nonDerivative · entry 1 Herron John T · CIK 0001478475 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,806 F1 · balance_after: Includes shares acquired through dividend reinvestment. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.