Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Duke Energy CORPDUK · Entity 2925 | EVP, Chief Pwr Grid Op Officer | April 01, 2026 | April 02, 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 April 01, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,481 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Tax withholding · Disposed 38 · Balance 33,481 F1: Represents the number of shares withheld to pay taxes due upon vesting of 87 restricted stock units ("RSUs") related to an RSU award granted March 11, 2024, under the Duke Energy Corporation 2023 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld to pay taxes due upon vesting of 87 restricted stock units ("RSUs") related to an RSU award granted March 11, 2024, under the Duke Energy Corporation 2023 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis.
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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 2, 2026 15:00 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 38 | $130.90 | $4,974.20 |
DisclosureSEC source: 0002017964-26-000008 · wk-form4_1775156454.xml · nonDerivative · entry 1 Batson Scott L. · CIK 0002017964 · EVP, Chief Pwr Grid Op Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,481 F1 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 87 restricted stock units ("RSUs") related to an RSU award granted March 11, 2024, under the Duke Energy Corporation 2023 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 19:40 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 245 | $129.23 | $31,661.35 |
DisclosureSEC source: 0002017964-26-000006 · wk-form4_1772239217.xml · nonDerivative · entry 3 Batson Scott L. · CIK 0002017964 · EVP, Chief Pwr Grid Op Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,519 F3 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 859 restricted stock units ("RSUs") related to an RSU award granted February 26, 2025, under the Duke Energy Corporation 2023 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 19:40 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 500 | $129.23 | $64,615.00 |
DisclosureSEC source: 0002017964-26-000006 · wk-form4_1772239217.xml · nonDerivative · entry 2 Batson Scott L. · CIK 0002017964 · EVP, Chief Pwr Grid Op Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,764 F2 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 1,203 restricted stock units ("RSUs") related to an RSU award granted February 26, 2025, under the Duke Energy Corporation 2023 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 19:40 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 4,235 | $0.00 | $0.00 |
DisclosureSEC source: 0002017964-26-000006 · wk-form4_1772239217.xml · nonDerivative · entry 1 Batson Scott L. · CIK 0002017964 · EVP, Chief Pwr Grid Op Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,264 F1 · shares: The reporting owner received restricted stock units ("RSUs") granted under the Duke Energy Corporation 2023 Long-Term Incentive Plan, which RSU's are settled in common stock on a one-for-one basis upon vesting. 1/3rd of the RSUs vest each year over a 3-year period beginning on February 25, 2027. Read SEC document |
| February 22, 2026 Filed Feb 24, 2026 16:28 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 223 | $126.78 | $28,271.94 |
DisclosureSEC source: 0002017964-26-000004 · wk-form4_1771968479.xml · nonDerivative · entry 2 Batson Scott L. · CIK 0002017964 · EVP, Chief Pwr Grid Op Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,029 F2 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 784 restricted stock units ("RSUs") related to an RSU award granted February 22, 2024, under the Duke Energy Corporation 2023 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 22, 2026 Filed Feb 24, 2026 16:28 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 166 | $126.78 | $21,045.48 |
DisclosureSEC source: 0002017964-26-000004 · wk-form4_1771968479.xml · nonDerivative · entry 1 Batson Scott L. · CIK 0002017964 · EVP, Chief Pwr Grid Op Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,252 F1 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 583 restricted stock units ("RSUs") related to an RSU award granted February 22, 2023, under the Duke Energy Corporation 2015 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 17:02 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,603 | $123.41 | $197,826.23 |
DisclosureSEC source: 0002017964-26-000002 · wk-form4_1770674519.xml · nonDerivative · entry 2 Batson Scott L. · CIK 0002017964 · EVP, Chief Pwr Grid Op Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,418 F4 · shares: Represents shares withheld to pay taxes due upon vesting of the performance shares. Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 17:02 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 5,580 | $0.00 | $0.00 |
DisclosureSEC source: 0002017964-26-000002 · wk-form4_1770674519.xml · nonDerivative · entry 1 Batson Scott L. · CIK 0002017964 · EVP, Chief Pwr Grid Op Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,021 F1 · shares: Represents vested performance shares related to a performance share award granted February 22, 2023, that contained performance-vesting requirements measured over a three-year performance period and deemed satisfied on February 5, 2026. F2 · balance_after: Amount increased due to dividend reinvestment. F3 · balance_after: Amount increased due to rounding. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 16:41 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 25 | $121.07 | $3,026.75 |
DisclosureSEC source: 0001326160-25-000103 · wk-form4_1743712904.xml · nonDerivative · entry 1 Batson Scott L. · CIK 0002017964 · SVP, Chief Pwr Grid Op Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,427 F1 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 87 restricted stock units ("RSUs") related to a RSU award granted March 11, 2024, under the Duke Energy Corporation 2023 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 16:22 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 2,579 | $116.31 | $299,963.49 |
DisclosureSEC source: 0001326160-25-000095 · wk-form4_1740777745.xml · nonDerivative · entry 2 Batson Scott L. · CIK 0002017964 · SVP, Chief Pwr Grid Op Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,452 F1 · shares: The reporting person received restricted stock units ("RSUs") granted under the Duke Energy Corporation 2023 Long-Term Incentive Plan, which RSUs are settled in common stock on a one-for-one-basis upon vesting. 1/3rd of the RSUs vest each year over a 3-year period beginning on the first anniversary of the February 26, 2025, grant date. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 16:22 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 3,611 | $116.31 | $419,995.41 |
DisclosureSEC source: 0001326160-25-000095 · wk-form4_1740777745.xml · nonDerivative · entry 1 Batson Scott L. · CIK 0002017964 · SVP, Chief Pwr Grid Op Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,873 F1 · shares: The reporting person received restricted stock units ("RSUs") granted under the Duke Energy Corporation 2023 Long-Term Incentive Plan, which RSUs are settled in common stock on a one-for-one-basis upon vesting. 1/3rd of the RSUs vest each year over a 3-year period beginning on the first anniversary of the February 26, 2025, grant date. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 16:33 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 163 | $115.55 | $18,834.65 |
DisclosureSEC source: 0001326160-25-000065 · wk-form4_1740519228.xml · nonDerivative · entry 3 Batson Scott L. · CIK 0002017964 · SVP, Chief Pwr Grid Op Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,262 F3 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 565 restricted stock units ("RSUs") related to a RSU award granted February 23, 2022, under the Duke Energy Corporation 2015 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 22, 2025 Filed Feb 25, 2025 16:33 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 226 | $115.55 | $26,114.30 |
DisclosureSEC source: 0001326160-25-000065 · wk-form4_1740519228.xml · nonDerivative · entry 2 Batson Scott L. · CIK 0002017964 · SVP, Chief Pwr Grid Op Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,425 F2 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 784 restricted stock units ("RSUs") related to a RSU award granted February 22, 2024, under the Duke Energy Corporation 2023 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 22, 2025 Filed Feb 25, 2025 16:33 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 168 | $115.55 | $19,412.40 |
DisclosureSEC source: 0001326160-25-000065 · wk-form4_1740519228.xml · nonDerivative · entry 1 Batson Scott L. · CIK 0002017964 · SVP, Chief Pwr Grid Op Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,651 F1 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 583 restricted stock units ("RSUs") related to a RSU award granted February 22, 2023, under the Duke Energy Corporation 2015 Long-Term Incentive Plan. Such RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 16:37 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,444 | $114.99 | $166,045.56 |
DisclosureSEC source: 0001326160-25-000032 · wk-form4_1739309867.xml · nonDerivative · entry 2 Batson Scott L. · CIK 0002017964 · SVP, Chief Pwr Grid Op Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,819 F4 · kind: Represents shares withheld to pay taxes due upon vesting of the performance shares. Read SEC document |
| February 07, 2025 Filed Feb 11, 2025 16:37 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 4,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-25-000032 · wk-form4_1739309867.xml · nonDerivative · entry 1 Batson Scott L. · CIK 0002017964 · SVP, Chief Pwr Grid Op Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,263 F1 · kind: Represents vested performance shares related to a performance share award granted February 23, 2022, that contained performance-vesting requirements measured over a three-year performance period and deemed satisfied on February 7, 2025. F2 · balance_after: The reporting person's Form 3 filed on April 2, 2024, inadvertently omitted 343 directly held shares. F3 · balance_after: Amount increased due to 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.