SHELTON CAPITAL MANAGEMENT

Position in DUK — Duke Energy CORP

CIK 1002784 Denver, CO

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$20,212,927

+$8,712,467 QoQ

Shares Held

159,685

+81.8% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#242

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

SHELTON CAPITAL MANAGEMENT holds $65,401,059 across 16 Utilities - Regulated Electric names. DUK ranks #1 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	159,685	$20,212,927
2	CNP	Centerpoint Energy Inc	377,829	$16,639,589
3	AEP	American Electric Power Co Inc	61,719	$8,443,776
4	XEL	Xcel Energy Inc	81,090	$6,511,527
5	EXC	Exelon Corp	126,585	$5,901,392
6	PEG	Public Service Enterprise Group Inc	33,268	$2,700,030
7	SO	Southern Co	18,817	$1,800,975
8	NEE	Nextera Energy Inc	11,033	$968,366

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,212,927	159,685	+81.8%	Shares	Sole	2026-08-14
2026-03-31	$11,500,460	87,830	+152.6%	Shares	Sole	2026-05-15
2025-12-31	$4,075,626	34,772	-2.5%	Shares	Sole	2026-02-17
2025-09-30	$4,414,410	35,672	0.0%	Shares	Sole	2025-11-14
2025-06-30	$4,209,296	35,672	-0.5%	Shares	Sole	2025-08-13
2025-03-31	$4,372,990	35,853	-1.9%	Shares	Sole	2025-05-15
2024-12-31	$3,938,220	36,553	-2.9%	Shares	Sole	2025-02-13
2024-09-30	$4,341,390	37,653	-2.9%	Shares	Sole	2024-11-14
2024-06-30	$3,888,021	38,791	-0.0%	Shares	Sole	2024-08-13
2024-03-31	$3,751,864	38,795	-11.0%	Shares	Sole	2024-05-15
2023-12-31	$4,230,458	43,595	-8.5%	Shares	Sole	2024-02-14
2023-09-30	$4,204,794	47,641	+176.2%	Shares	Sole	2023-11-14
2023-06-30	$1,548,104	17,251	+0.6%	Shares	Sole	2023-08-10
2023-03-31	$1,654,556	17,151	+90.6%	Shares	Sole	2023-05-11
2022-12-31	$926,910	9,000	-47.7%	Shares	Sole	2023-02-13
2022-09-30	$1,601,153	17,213	+94.2%	Shares	Sole	2022-11-14
2022-06-30	$950,202	8,863	0.0%	Shares	Sole	2022-08-11
2022-03-31	$989,642	8,863	+0.4%	Shares	Sole	2022-05-12
2021-12-31	$926,371	8,831	+6.0%	Shares	Sole	2022-02-11
2021-09-30	$813,022	8,331	-52.9%	Shares	Sole	2021-11-15
2021-06-30	$1,745,468	17,681	+0.0%	Shares	Sole	2021-08-12
2021-03-31	$1,706,650	17,680	-26.9%	Shares	Sole	2021-05-14
2020-12-31	$2,214,744	24,189	-60.0%	Shares	Sole	2021-02-16
2020-09-30	$5,356,905	60,489	+67.6%	Shares	Sole	2020-11-09
2020-06-30	$2,883,070	36,088	-0.4%	Shares	Sole	2020-08-12
2020-03-31	$2,929,230	36,217	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.