Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Duke Energy CORPDUK · Entity 2925 | EVP&CEO DECarolinas&NatGasBus | March 02, 2026 | March 03, 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 March 02, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,017 |
Ending reported balance
After 2026-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-02 · Sale · Disposed 17,066 · Balance 48,197 F1: Mr. Ghartey-Tagoe adopted the 10b5-1 plan pursuant to which this transaction was executed on November 28, 2025. F2: Reflects the weighted average sale price for the entire amount of shares sold. These shares were sold in multiple transactions at prices ranging from $130.98 to $131.975, inclusive. The reporting person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges. Row 2 · 2026-03-02 · Sale · Disposed 1,180 · Balance 47,017 F1: Mr. Ghartey-Tagoe adopted the 10b5-1 plan pursuant to which this transaction was executed on November 28, 2025. F3: Reflects the weighted average sale price for the entire amount of shares sold. These shares were sold in multiple transactions at prices ranging from $132.005 to $132.15, inclusive. The reporting person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 5,511 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,511 F4: Represents interests in an issuer stock fund. |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Ghartey-Tagoe adopted the 10b5-1 plan pursuant to which this transaction was executed on November 28, 2025.
F2: Reflects the weighted average sale price for the entire amount of shares sold. These shares were sold in multiple transactions at prices ranging from $130.98 to $131.975, inclusive. The reporting person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges.
F3: Reflects the weighted average sale price for the entire amount of shares sold. These shares were sold in multiple transactions at prices ranging from $132.005 to $132.15, inclusive. The reporting person undertakes to provide to the registrant, any security holder of the registrant, or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges.
F4: Represents interests in an issuer stock fund.
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 |
|---|---|---|---|---|---|---|
| February 27, 2020 Filed Mar 2, 2020 22:40 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 89 | $94.99 | $8,454.11 |
DisclosureSEC source: 0001326160-20-000092 · wf-form4_158318878961425.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,678 Read SEC document |
| February 22, 2020 Filed Feb 25, 2020 21:17 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 93 | $102.43 | $9,525.99 |
DisclosureSEC source: 0001326160-20-000074 · wf-form4_158266541586767.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,767 Read SEC document |
| February 19, 2020 Filed Feb 20, 2020 21:49 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 4,067 | $101.42 | $412,475.14 |
DisclosureSEC source: 0001326160-20-000052 · wf-form4_158223536821373.xml · nonDerivative · entry 3 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,860 Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 21:49 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 300 | $102.01 | $30,603.00 |
DisclosureSEC source: 0001326160-20-000052 · wf-form4_158223536821373.xml · nonDerivative · entry 2 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,793 Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 21:49 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 1,030 | $102.01 | $105,065.15 |
DisclosureSEC source: 0001326160-20-000052 · wf-form4_158223536821373.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,093 Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 22:23 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionPerformance Shares · Derivative | 2,829 | $0.00 Strike: $96.23 | $0.00 |
DisclosureSEC source: 0001326160-20-000024 · wf-form4_158154619094468.xml · derivative · entry 4 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,829 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.expiration_date: Expiration date not applicable. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 22:23 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 838 | $96.23 | $80,640.74 |
DisclosureSEC source: 0001326160-20-000024 · wf-form4_158154619094468.xml · nonDerivative · entry 2 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,123 Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 22:23 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 2,829 | $96.23 | $272,234.67 |
DisclosureSEC source: 0001326160-20-000024 · wf-form4_158154619094468.xml · nonDerivative · entry 1 Ghartey-Tagoe Kodwo · CIK 0001789558 · EVP & Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,961 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.