First Heartland Consultants, Inc.

Position in DUK — Duke Energy CORP

CIK 1428793 LAKE ST. LOUIS, MO

Position in DUK

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$419,232

-$45,866 QoQ

Shares Held

3,312

-6.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,600

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

First Heartland Consultants, Inc. holds $1,218,450 across 4 Utilities - Regulated Electric names. DUK ranks #1 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	3,312	$419,232
2	ETR	Entergy Corp /De/	2,975	$341,708
3	NEE	Nextera Energy Inc	2,866	$251,548
4	D	Dominion Energy, Inc	3,016	$205,962

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,232	3,312	-6.8%	Shares	Sole	2026-07-08
2026-03-31	$465,098	3,552	+4.2%	Shares	Sole	2026-04-08
2025-12-31	$399,686	3,410	+12.2%	Shares	Sole	2026-01-09
2025-09-30	$375,952	3,038	+1.3%	Shares	Sole	2025-11-10
2025-06-30	$353,882	2,999	+8.3%	Shares	Sole	2025-08-15
2025-03-31	$337,734	2,769	-1.8%	Shares	Sole	2025-05-07
2024-12-31	$303,719	2,819	-43.7%	Shares	Sole	2025-02-18
2024-09-30	$577,191	5,006	-31.2%	Shares	Sole	2024-11-05
2024-06-30	$728,972	7,273	+0.0%	Shares	Sole	2024-07-25
2024-03-31	$703,178	7,271	+1.4%	Shares	Sole	2024-05-07
2023-12-31	$695,970	7,172	+1.2%	Shares	Sole	2024-02-08
2023-09-30	$625,233	7,084	+5.2%	Shares	Sole	2023-11-09
2023-06-30	$604,578	6,737	-2.2%	Shares	Sole	2023-07-26
2023-03-31	$664,292	6,886	+0.0%	Shares	Sole	2023-04-17
2022-12-31	$708,983	6,884	-7.6%	Shares	Sole	2023-01-13
2022-09-30	$692,812	7,448	+0.2%	Shares	Sole	2022-10-20
2022-06-30	$796,891	7,433	+52.7%	Shares	Sole	2022-07-12
2022-03-31	$543,560	4,868	+5.8%	Shares	Sole	2022-04-21
2021-12-31	$482,644	4,601	+0.8%	Shares	Sole	2022-02-11
2021-09-30	$445,303	4,563	-37.6%	Shares	Sole	2021-11-15
2021-06-30	$722,038	7,314	+64.9%	Shares	Sole	2021-08-16
2021-03-31	$428,110	4,435	+5.2%	Shares	Sole	2021-05-17
2020-12-31	$386,016	4,216	+0.1%	Shares	Sole	2021-01-29
2020-09-30	$372,926	4,211	-5.1%	Shares	Sole	2020-10-21
2020-06-30	$354,631	4,439	+1.4%	Shares	Sole	2020-07-16
2020-03-31	$354,011	4,377	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.