Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Duke Energy CORPDUK · Entity 2925 | SVP, Chf Acct Off & Controller | February 25, 2026 | February 27, 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 February 25, 2026 · Filed February 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,016 |
Ending reported balance
After 2026-02-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-25 · Grant · Acquired 895 · Balance 10,108 F1: 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. Row 2 · 2026-02-26 · Tax withholding · Disposed 92 · Balance 10,016 F2: Represents the number of shares withheld to pay taxes due upon vesting of 321 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. |
| Common StockSEC Table I · non-derivative | Indirect401(k) | 464 |
Reported balance
Holding disclosure · report date 2026-02-25 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 464 F3: Represents interests in an issuer stock fund. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Represents the number of shares withheld to pay taxes due upon vesting of 321 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.
F3: 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 26, 2026 Filed Feb 27, 2026 19:40 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 92 | $129.23 | $11,889.16 |
DisclosureSEC source: 0001861025-26-000006 · wk-form4_1772239205.xml · nonDerivative · entry 2 Lee Cynthia S. · CIK 0001861025 · SVP, Chf Acct Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,016 F2 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 321 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 | 895 | $0.00 | $0.00 |
DisclosureSEC source: 0001861025-26-000006 · wk-form4_1772239205.xml · nonDerivative · entry 1 Lee Cynthia S. · CIK 0001861025 · SVP, Chf Acct Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,108 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 | 97 | $126.78 | $12,297.66 |
DisclosureSEC source: 0001861025-26-000004 · wk-form4_1771968485.xml · nonDerivative · entry 2 Lee Cynthia S. · CIK 0001861025 · SVP, Chf Acct Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,213 F2 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 339 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 | 89 | $126.78 | $11,283.42 |
DisclosureSEC source: 0001861025-26-000004 · wk-form4_1771968485.xml · nonDerivative · entry 1 Lee Cynthia S. · CIK 0001861025 · SVP, Chf Acct Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,310 F1 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 312 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 17:01 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 902 | $123.41 | $111,315.82 |
DisclosureSEC source: 0001861025-26-000002 · wk-form4_1770674499.xml · nonDerivative · entry 2 Lee Cynthia S. · CIK 0001861025 · SVP, Chf Acct Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,399 F2 · shares: Represents shares withheld to pay taxes due upon vesting of the performance shares. Read SEC document |
| February 05, 2026 Filed Feb 9, 2026 17:01 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 2,983 | $0.00 | $0.00 |
DisclosureSEC source: 0001861025-26-000002 · wk-form4_1770674499.xml · nonDerivative · entry 1 Lee Cynthia S. · CIK 0001861025 · SVP, Chf Acct Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,301 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. Read SEC document |
| February 26, 2025 Filed Feb 28, 2025 16:22 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 963 | $116.31 | $112,006.53 |
DisclosureSEC source: 0001326160-25-000096 · wk-form4_1740777755.xml · nonDerivative · entry 1 Lee Cynthia S. · CIK 0001861025 · SVP, Chf Acct Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,318 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 16:32 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 71 | $115.55 | $8,204.05 |
DisclosureSEC source: 0001326160-25-000057 · wk-form4_1740519141.xml · nonDerivative · entry 3 Lee Cynthia S. · CIK 0001861025 · SVP, Chf Acct Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,355 F3 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 246 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 16:32 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 98 | $115.55 | $11,323.90 |
DisclosureSEC source: 0001326160-25-000057 · wk-form4_1740519141.xml · nonDerivative · entry 2 Lee Cynthia S. · CIK 0001861025 · SVP, Chf Acct Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,426 F2 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 339 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 16:32 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 90 | $115.55 | $10,399.50 |
DisclosureSEC source: 0001326160-25-000057 · wk-form4_1740519141.xml · nonDerivative · entry 1 Lee Cynthia S. · CIK 0001861025 · SVP, Chf Acct Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,524 F1 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 312 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 | 670 | $114.99 | $77,043.30 |
DisclosureSEC source: 0001326160-25-000031 · wk-form4_1739309857.xml · nonDerivative · entry 2 Lee Cynthia S. · CIK 0001861025 · SVP, Chf Acct Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,614 F2 · 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 | 2,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001326160-25-000031 · wk-form4_1739309857.xml · nonDerivative · entry 1 Lee Cynthia S. · CIK 0001861025 · SVP, Chf Acct Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,284 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. Read SEC document |
| February 24, 2024 Filed Feb 26, 2024 17:52 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 76 | $92.73 | $7,047.48 |
DisclosureSEC source: 0001326160-24-000073 · wk-form4_1708987941.xml · nonDerivative · entry 4 Lee Cynthia S. · CIK 0001861025 · VP, Chf Acct Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,148 F4 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 220 RSUs related to a RSU award granted February 24, 2021, 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 23, 2024 Filed Feb 26, 2024 17:52 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 85 | $92.73 | $7,882.05 |
DisclosureSEC source: 0001326160-24-000073 · wk-form4_1708987941.xml · nonDerivative · entry 3 Lee Cynthia S. · CIK 0001861025 · VP, Chf Acct Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,224 F3 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 246 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, 2024 Filed Feb 26, 2024 17:52 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 107 | $92.13 | $9,857.91 |
DisclosureSEC source: 0001326160-24-000073 · wk-form4_1708987941.xml · nonDerivative · entry 2 Lee Cynthia S. · CIK 0001861025 · VP, Chf Acct Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,309 F2 · shares: Represents the number of shares withheld to pay taxes due upon vesting of 311 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 22, 2024 Filed Feb 26, 2024 17:52 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 1,017 | $92.13 | $93,696.21 |
DisclosureSEC source: 0001326160-24-000073 · wk-form4_1708987941.xml · nonDerivative · entry 1 Lee Cynthia S. · CIK 0001861025 · VP, Chf Acct Off & Controller 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,416 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 22, 2024, grant date. Read SEC document |
| February 24, 2023 Filed Feb 27, 2023 16:21 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 76 | $96.92 | $7,365.92 |
DisclosureSEC source: 0001326160-23-000088 · wf-form4_167753288961084.xml · nonDerivative · entry 2 Lee Cynthia S. · CIK 0001861025 · VP, Chf Acct Off & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,399 F2 · kind: Represents the number of shares withheld to pay taxes due upon vesting of 219 restricted stock units related to a restricted stock unit award granted February 24, 2021, under the Duke Energy Corporation 2015 Long-Term Incentive Plan. Such restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 16:21 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 85 | $96.84 | $8,231.40 |
DisclosureSEC source: 0001326160-23-000088 · wf-form4_167753288961084.xml · nonDerivative · entry 1 Lee Cynthia S. · CIK 0001861025 · VP, Chf Acct Off & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,475 F1 · kind: Represents the number of shares withheld to pay taxes due upon vesting of 245 restricted stock units related to a restricted stock unit award granted February 23, 2022, under the Duke Energy Corporation 2015 Long-Term Incentive Plan. Such restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 16:20 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 935 | $97.47 | $91,134.45 |
DisclosureSEC source: 0001326160-23-000066 · wf-form4_167727357751442.xml · nonDerivative · entry 1 Lee Cynthia S. · CIK 0001861025 · VP, Chf Acct Off & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,560 F1 · shares: The reporting person received restricted stock units ("RSUs") granted under the Duke Energy Corporation 2015 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 grant date. Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 16:46 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 64 | $99.49 | $6,367.36 |
DisclosureSEC source: 0001326160-23-000048 · wf-form4_167710234835878.xml · nonDerivative · entry 1 Lee Cynthia S. · CIK 0001861025 · VP, Chf Acct Off & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,625 F1 · kind: Represents the number of shares withheld to pay taxes due upon vesting of 184 restricted stock units related to a restricted stock unit award granted February 19, 2020. Such restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 27, 2022 Filed Mar 1, 2022 16:39 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 70 | $100.22 | $7,015.40 |
DisclosureSEC source: 0001326160-22-000140 · wf-form4_164617076365720.xml · nonDerivative · entry 1 Lee Cynthia S. · CIK 0001861025 · VP, Chf Acct Off & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,689 Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 15:33 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 77 | $97.04 | $7,472.08 |
DisclosureSEC source: 0001326160-22-000109 · wf-form4_164608036387823.xml · nonDerivative · entry 1 Lee Cynthia S. · CIK 0001861025 · VP, Chf Acct Off & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,759 Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 17:27 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 737 | $97.67 | $71,982.79 |
DisclosureSEC source: 0001326160-22-000092 · wf-form4_164582798952649.xml · nonDerivative · entry 1 Lee Cynthia S. · CIK 0001861025 · VP, Chf Acct Off & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,836 Read SEC document |
| February 19, 2022 Filed Feb 22, 2022 16:36 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 64 | $99.81 | $6,387.84 |
DisclosureSEC source: 0001326160-22-000059 · wf-form4_164556574754828.xml · nonDerivative · entry 1 Lee Cynthia S. · CIK 0001861025 · VP, Chf Acct Off & Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,099 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.