SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Position in DUK — Duke Energy CORP

CIK 1079935 LOS ANGELES, CA

Back to DUK Full portfolio

Position in DUK

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

Position Value

$489,611

-$4,031 QoQ

Shares Held

3,868

+2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,497

of 2,446 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $4,214,399 across 8 Utilities - Regulated Electric names. DUK ranks #4 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	13,537	$1,188,141
2	D	Dominion Energy, Inc	12,945	$884,013
3	PPL	PPL Corp	14,363	$522,094
4	DUK	Duke Energy CORP This page	3,868	$489,611
5	AEP	American Electric Power Co Inc	2,648	$362,272
6	SO	Southern Co	2,959	$283,205
7	EXC	Exelon Corp	5,680	$264,800
8	ED	Consolidated Edison Inc	1,991	$220,263

All Filings in DUK

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9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$489,611	3,868	+2.6%	Shares	Sole	2026-07-14
2026-03-31	$493,642	3,770	+4.4%	Shares	Sole	2026-04-15
2025-12-31	$423,361	3,612	-5.4%	Shares	Defined	2026-02-06
2025-09-30	$472,477	3,818	-0.8%	Shares	Sole	2025-11-05
2025-06-30	$453,946	3,847	-0.7%	Shares	Defined	2025-07-29
2025-03-31	$472,633	3,875	+22.6%	Shares	Defined	2025-05-16
2024-12-31	$340,565	3,161	-1.0%	Shares	Defined	2025-02-11
2024-09-30	$368,267	3,194	+6.8%	Shares	Defined	2024-11-06
2024-06-30	$299,686	2,990	—	Shares	Sole	2024-07-26
No filing history on record for this holder in this stock.