Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Duke Energy CORPDUK · Entity 2925 | EVP&CEO, Duke Energy Carolinas | February 26, 2025 | February 28, 2025 |
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 26, 2025 · Filed February 28, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 79,768 |
Reported balance
After 2025-02-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-02-26 · Grant · Acquired 11,027 · Balance 79,768 F1: 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. F2: Includes 20,988 shares held in a revocable trust in the name of the reporting person. |
| Common StockSEC Table I · non-derivative | Direct | 69,768 |
Reported balance
After 2025-02-26 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-02-26 · Sale · Disposed 10,000 · Balance 69,768 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 $116.061 to $116.145, 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) | 3,564 |
Reported balance
Holding disclosure · report date 2025-02-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,564 F4: Represents interests in an issuer stock fund. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Includes 20,988 shares held in a revocable trust in the name of the reporting person.
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 $116.061 to $116.145, 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 19, 2020 Filed Feb 20, 2020 16:50 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 6,662 | $101.42 | $675,660.04 |
DisclosureSEC source: 0001326160-20-000053 · wf-form4_158223538711145.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,835 Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 16:50 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 10,367 | $102.02 | $1,057,641.34 |
DisclosureSEC source: 0001326160-20-000053 · wf-form4_158223538711145.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,173 F1 · price: This transaction was executed in multiple trades at prices ranging from $101.990 to $102.075. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 17:22 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionPerformance Shares · Derivative | 15,921 | $0.00 Strike: $96.23 | $0.00 |
DisclosureSEC source: 0001326160-20-000021 · wf-form4_158154612722877.xml · derivative · entry 4 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,921 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 17:22 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 5,554 | $96.23 | $534,461.42 |
DisclosureSEC source: 0001326160-20-000021 · wf-form4_158154612722877.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,540 Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 17:22 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 15,921 | $96.23 | $1,532,077.83 |
DisclosureSEC source: 0001326160-20-000021 · wf-form4_158154612722877.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP ExtAffairs&PresCarolinas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,094 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 |
| February 28, 2019 Filed Mar 4, 2019 16:30 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 856 | $89.66 | $76,748.96 |
DisclosureSEC source: 0001326160-19-000093 · wf-form4_155173498543389.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP, External Affairs & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,173 Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 21:54 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 5,597 | $89.28 | $499,700.16 |
DisclosureSEC source: 0001326160-19-000075 · wf-form4_155139087283456.xml · nonDerivative · entry 6 JANSON JULIA S · CIK 0001227045 · EVP, External Affairs & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,029 Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 21:54 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 100 | $88.79 | $8,878.50 |
DisclosureSEC source: 0001326160-19-000075 · wf-form4_155139087283456.xml · nonDerivative · entry 5 JANSON JULIA S · CIK 0001227045 · EVP, External Affairs & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,432 Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 21:54 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 374 | $88.78 | $33,203.72 |
DisclosureSEC source: 0001326160-19-000075 · wf-form4_155139087283456.xml · nonDerivative · entry 4 JANSON JULIA S · CIK 0001227045 · EVP, External Affairs & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,532 Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 21:54 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 1,454 | $88.77 | $129,071.58 |
DisclosureSEC source: 0001326160-19-000075 · wf-form4_155139087283456.xml · nonDerivative · entry 3 JANSON JULIA S · CIK 0001227045 · EVP, External Affairs & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,906 Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 21:54 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 1,400 | $88.76 | $124,264.00 |
DisclosureSEC source: 0001326160-19-000075 · wf-form4_155139087283456.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP, External Affairs & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,360 Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 21:54 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 8,391 | $8,875.00 | $74,470,125.00 |
DisclosureSEC source: 0001326160-19-000075 · wf-form4_155139087283456.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP, External Affairs & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,760 Read SEC document |
| February 24, 2019 Filed Feb 26, 2019 22:11 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,492 | $89.91 | $134,145.72 |
DisclosureSEC source: 0001326160-19-000044 · wf-form4_155121909327144.xml · nonDerivative · entry 3 JANSON JULIA S · CIK 0001227045 · EVP, External Affairs & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,151 Read SEC document |
| February 24, 2019 Filed Feb 26, 2019 22:11 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 705 | $89.91 | $63,386.55 |
DisclosureSEC source: 0001326160-19-000044 · wf-form4_155121909327144.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP, External Affairs & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,643 Read SEC document |
| February 22, 2019 Filed Feb 26, 2019 22:11 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 788 | $89.91 | $70,849.08 |
DisclosureSEC source: 0001326160-19-000044 · wf-form4_155121909327144.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP, External Affairs & CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,348 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 16:14 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionPerformance Shares · Derivative | 11,485 | $0.00 Strike: $89.59 | $0.00 |
DisclosureSEC source: 0001326160-19-000023 · wf-form4_155024725800839.xml · derivative · entry 4 JANSON JULIA S · CIK 0001227045 · EVP/Ext Affairs/CLO/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,485 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 13, 2019 Filed Feb 15, 2019 16:14 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 3,454 | $89.59 | $309,443.86 |
DisclosureSEC source: 0001326160-19-000023 · wf-form4_155024725800839.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP/Ext Affairs/CLO/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,136 Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 16:14 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 11,485 | $89.59 | $1,028,941.15 |
DisclosureSEC source: 0001326160-19-000023 · wf-form4_155024725800839.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP/Ext Affairs/CLO/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,590 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 |
| February 28, 2018 Filed Mar 2, 2018 22:17 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 5,740 | $75.34 | $432,451.60 |
DisclosureSEC source: 0001326160-18-000085 · wf-form4_152002900565978.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP/Ext Affairs/CLO/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,105 Read SEC document |
| February 25, 2018 Filed Feb 27, 2018 21:39 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 380 | $77.22 | $29,343.60 |
DisclosureSEC source: 0001326160-18-000067 · wf-form4_151976755004716.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP/Ext Affairs/CLO/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,365 Read SEC document |
| February 24, 2018 Filed Feb 27, 2018 21:39 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 472 | $77.22 | $36,447.84 |
DisclosureSEC source: 0001326160-18-000067 · wf-form4_151976755004716.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP/Ext Affairs/CLO/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,745 Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 21:25 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 528 | $75.54 | $39,885.12 |
DisclosureSEC source: 0001326160-18-000047 · wf-form4_151968028025069.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP/Ext Affairs/CLO/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,217 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 21:31 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 1,405 | $75.48 | $106,049.40 |
DisclosureSEC source: 0001326160-18-000025 · wf-form4_151881668314905.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP/Ext Affairs/CLO/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,745 Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 21:31 UTC | Duke Energy CORP DUK · Entity 2925 | Exercise / conversionCommon Stock | 4,714 | $75.48 | $355,812.72 |
DisclosureSEC source: 0001326160-18-000025 · wf-form4_151881668314905.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP/Ext Affairs/CLO/Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,150 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 |
| February 25, 2017 Filed Feb 28, 2017 22:31 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 321 | $81.96 | $26,309.16 |
DisclosureSEC source: 0001326160-17-000049 · wf-form4_148832108585146.xml · nonDerivative · entry 4 JANSON JULIA S · CIK 0001227045 · EVP, Chief Lgl Off & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,436 Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 22:31 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 418 | $81.96 | $34,259.28 |
DisclosureSEC source: 0001326160-17-000049 · wf-form4_148832108585146.xml · nonDerivative · entry 3 JANSON JULIA S · CIK 0001227045 · EVP, Chief Lgl Off & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,757 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 22:31 UTC | Duke Energy CORP DUK · Entity 2925 | SaleCommon Stock | 10,000 | $81.78 | $817,760.00 |
DisclosureSEC source: 0001326160-17-000049 · wf-form4_148832108585146.xml · nonDerivative · entry 2 JANSON JULIA S · CIK 0001227045 · EVP, Chief Lgl Off & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,175 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 22:31 UTC | Duke Energy CORP DUK · Entity 2925 | Tax withholdingCommon Stock | 512 | $81.96 | $41,963.52 |
DisclosureSEC source: 0001326160-17-000049 · wf-form4_148832108585146.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP, Chief Lgl Off & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,175 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:33 UTC | Duke Energy CORP DUK · Entity 2925 | GrantCommon Stock | 5,282 | $79.87 | $421,873.34 |
DisclosureSEC source: 0001326160-17-000028 · wf-form4_148797196295397.xml · nonDerivative · entry 1 JANSON JULIA S · CIK 0001227045 · EVP, Chief Lgl Off & Corp Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,687 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.