WHALEROCK POINT PARTNERS, LLC

Position in DUK — Duke Energy CORP

CIK 1389709 West Palm Beach, FL

Position in DUK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,311,621

-$93,627 QoQ

Shares Held

10,362

-3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#998

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

WHALEROCK POINT PARTNERS, LLC holds $9,661,562 across 4 Utilities - Regulated Electric names. DUK ranks #3 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	45,054	$3,954,389
2	AEP	American Electric Power Co Inc	27,272	$3,731,082
3	DUK	Duke Energy CORP This page	10,362	$1,311,621
4	PNW	Pinnacle West Capital Corp	6,210	$664,470

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,311,621	10,362	-3.4%	Shares	Sole	2026-08-13
2026-03-31	$1,405,248	10,732	0.0%	Shares	Sole	2026-05-15
2025-12-31	$1,257,897	10,732	+2.7%	Shares	Sole	2026-02-13
2025-09-30	$1,292,816	10,447	+1.5%	Shares	Sole	2025-11-12
2025-06-30	$1,215,046	10,297	+1.7%	Shares	Sole	2025-08-13
2025-03-31	$1,235,190	10,127	0.0%	Shares	Sole	2025-05-15
2024-12-31	$1,091,082	10,127	0.0%	Shares	Sole	2025-02-14
2024-09-30	$1,167,643	10,127	-0.5%	Shares	Sole	2024-11-13
2024-06-30	$1,019,840	10,175	+1.7%	Shares	Sole	2024-08-13
2024-03-31	$967,293	10,002	-0.7%	Shares	Sole	2024-05-15
2023-12-31	$977,872	10,077	+1.1%	Shares	Sole	2024-02-14
2023-09-30	$880,128	9,972	-2.4%	Shares	Sole	2023-11-14
2023-06-30	$917,322	10,222	+0.9%	Shares	Sole	2023-08-14
2023-03-31	$977,337	10,131	+17.3%	Shares	Sole	2023-05-10
2022-12-31	$889,421	8,636	+1.6%	Shares	Sole	2023-02-14
2022-09-30	$790,763	8,501	+8.8%	Shares	Sole	2022-11-16
2022-06-30	$837,417	7,811	0.0%	Shares	Sole	2022-08-12
2022-03-31	$872,176	7,811	+5.8%	Shares	Sole	2022-05-16
2021-12-31	$774,791	7,386	+1.4%	Shares	Sole	2022-02-15
2021-09-30	$711,040	7,286	+22.7%	Shares	Sole	2021-11-12
2021-06-30	$586,001	5,936	0.0%	Shares	Sole	2021-08-10
2021-03-31	$573,002	5,936	+39.3%	Shares	Sole	2021-05-13
2020-12-31	$390,137	4,261	+1400.4%	Shares	Sole	2021-02-12
2020-09-30	$25,151	284	-88.9%	Shares	Sole	2020-11-13
2020-06-30	$204,598	2,561	-0.5%	Shares	Sole	2020-08-11
2020-03-31	$208,185	2,574	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.