FOUNDERS FINANCIAL SECURITIES LLC
Broker-DealerPosition in DUK — Duke Energy CORP
CIK 1342396
TOWSON, MD
Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$239,109
+$37,855 QoQ
Shares Held
1,889
+22.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,977
of 2,446 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 0%
Shared 15%
None 85%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FOUNDERS FINANCIAL SECURITIES LLC holds $2,762,358 across 7 Utilities - Regulated Electric names. DUK ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
65,323 | $1,098,732 | |
| 2 | ETR |
Entergy Corp /De/
|
3,667 | $421,191 | |
| 3 | SO |
Southern Co
|
3,575 | $342,163 | |
| 4 | EXC |
Exelon Corp
|
5,165 | $240,792 | |
| 5 | DUK |
Duke Energy CORP
This page
|
1,889 | $239,109 | |
| 6 | NEE |
Nextera Energy Inc
|
2,509 | $220,214 | |
| 7 | D |
Dominion Energy, Inc
|
2,931 | $200,157 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,109 | 1,889 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $201,254 | 1,537 | Shares | Defined | 2026-04-17 | |
| 2025-06-30 | $217,238 | 1,841 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $223,083 | 1,829 | Shares | Sole | 2025-05-12 | |
| 2020-09-30 | $643,565 | 7,267 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $731,392 | 9,155 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $571,740 | 7,069 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||