PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in DUK — Duke Energy CORP

CIK 12600 DES MOINES, IA

Position in DUK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$6,694,309

-$698,694 QoQ

Shares Held

52,886

-6.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#417

of 2,440 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $37,689,099 across 22 Utilities - Regulated Electric names. DUK ranks #1 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	52,886	$6,694,309
2	NEE	Nextera Energy Inc	63,385	$5,563,301
3	WEC	Wec Energy Group, Inc.	37,606	$4,391,252
4	SO	Southern Co	26,111	$2,499,083
5	ETR	Entergy Corp /De/	16,241	$1,865,441
6	XEL	Xcel Energy Inc	22,701	$1,822,890
7	AEP	American Electric Power Co Inc	12,761	$1,745,832
8	D	Dominion Energy, Inc	25,267	$1,725,483

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,694,309	52,886	-6.3%	Shares	Sole	2026-08-04
2026-03-31	$7,393,003	56,461	+2.8%	Shares	Sole	2026-05-13
2025-12-31	$6,439,634	54,941	+8.1%	Shares	Sole	2026-02-12
2025-09-30	$6,290,088	50,829	+13.4%	Shares	Sole	2025-11-12
2025-06-30	$5,291,002	44,839	+11.7%	Shares	Sole	2025-08-11
2025-03-31	$4,894,900	40,132	+0.2%	Shares	Sole	2025-04-30
2024-12-31	$4,314,987	40,050	+15.1%	Shares	Sole	2025-01-30
2024-09-30	$4,011,517	34,792	+10.2%	Shares	Sole	2024-10-28
2024-06-30	$3,165,664	31,584	+5.9%	Shares	Sole	2024-07-31
2024-03-31	$2,884,375	29,825	+12.8%	Shares	Sole	2024-05-10
2023-12-31	$2,564,767	26,430	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.