STEEL GROVE CAPITAL ADVISORS, LLC

Position in DUK — Duke Energy CORP

CIK 1166308 MEMPHIS, TN

Position in DUK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$417,714

-$14,388 QoQ

Shares Held

3,300

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,604

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Utilities · as of Jun 30, 2026

STEEL GROVE CAPITAL ADVISORS, LLC holds $6,673,180 across 5 Utilities - Regulated Electric names. DUK ranks #4 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	24,660	$2,131,363
2	ES	Eversource Energy	26,692	$1,929,030
3	D	Dominion Energy, Inc	27,876	$1,903,652
4	DUK	Duke Energy CORP This page	3,300	$417,714
5	EXC	Exelon Corp	6,251	$291,421

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$417,714	3,300	0.0%	Shares	Sole	2026-07-28
2026-03-31	$432,102	3,300	-78.7%	Shares	Sole	2026-05-07
2025-12-31	$1,813,355	15,471	-10.2%	Shares	Sole	2026-02-09
2025-09-30	$2,131,841	17,227	0.0%	Shares	Sole	2025-11-14
2025-06-30	$2,032,786	17,227	-6.9%	Shares	Sole	2025-07-30
2025-03-31	$2,255,713	18,494	+3.6%	Shares	Sole	2025-04-21
2024-12-31	$1,923,482	17,853	-4.2%	Shares	Sole	2025-02-14
2024-09-30	$2,148,039	18,630	-3.3%	Shares	Sole	2024-11-07
2024-06-30	$1,931,833	19,274	-2.8%	Shares	Sole	2024-08-14
2024-03-31	$1,916,888	19,821	-4.0%	Shares	Sole	2024-05-15
2023-12-31	$2,003,390	20,645	-6.8%	Shares	Sole	2024-01-18
2023-09-30	$1,955,135	22,152	-1.9%	Shares	Sole	2023-10-10
2023-06-30	$2,026,508	22,582	+1.3%	Shares	Sole	2023-07-13
2023-03-31	$2,150,509	22,292	+3.9%	Shares	Sole	2023-04-14
2022-12-31	$2,209,856	21,457	+4.4%	Shares	Sole	2023-02-15
2022-09-30	$1,911,467	20,549	+4.8%	Shares	Sole	2022-10-31
2022-06-30	$2,102,280	19,609	-0.3%	Shares	Sole	2022-07-20
2022-03-31	$2,195,235	19,660	+4.7%	Shares	Sole	2022-05-05
2021-12-31	$1,970,546	18,785	+1.8%	Shares	Sole	2022-03-08
2021-09-30	$1,801,218	18,457	+12.1%	Shares	Sole	2021-10-19
2021-06-30	$1,624,931	16,460	+13.1%	Shares	Sole	2021-07-29
2021-03-31	$1,405,380	14,559	+6.7%	Shares	Sole	2021-05-17
2020-12-31	$1,249,519	13,647	+0.1%	Shares	Sole	2021-02-16
2020-09-30	$1,207,338	13,633	-2.2%	Shares	Sole	2020-11-16
2020-06-30	$1,113,506	13,938	-11.6%	Shares	Sole	2020-08-14
2020-03-31	$1,275,234	15,767	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.