Baker Avenue Asset Management, LP

Position in DUK — Duke Energy CORP

CIK 1432529 SAN FRANCISCO, CA

Position in DUK

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

Position Value

$727,075

+$249,144 QoQ

Shares Held

5,744

+57.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,270

of 2,446 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 35% Shared 0% None 65%

Utilities · as of Jun 30, 2026

Baker Avenue Asset Management, LP holds $23,199,971 across 19 Utilities - Regulated Electric names. DUK ranks #6 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	145,423	$12,763,776
2	ED	Consolidated Edison Inc	12,083	$1,336,742
3	ES	Eversource Energy	12,643	$913,709
4	SO	Southern Co	8,902	$852,010
5	EIX	Edison International	9,856	$733,779
6	DUK	Duke Energy CORP This page	5,744	$727,075
7	PCG	PG&E Corp	41,595	$699,627
8	PEG	Public Service Enterprise Group Inc	6,999	$568,038

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$727,075	5,744	+57.4%	Shares	Sole	2026-07-28
2026-03-31	$477,931	3,650	+27.4%	Shares	Sole	2026-05-12
2025-12-31	$335,689	2,864	-40.5%	Shares	Sole	2026-02-10
2025-09-30	$596,103	4,817	+9.3%	Shares	Sole	2025-10-31
2025-06-30	$520,026	4,407	+15.5%	Shares	Sole	2025-08-13
2025-03-31	$465,315	3,815	-12.1%	Shares	Sole	2025-05-08
2024-12-31	$467,483	4,339	+14.6%	Shares	Sole	2025-02-14
2024-09-30	$436,641	3,787	+1.0%	Shares	Sole	2024-11-04
2024-06-30	$375,962	3,751	+39.2%	Shares	Sole	2024-08-08
2023-09-30	$237,860	2,695	+63.3%	Shares	Sole	2023-11-15
2023-06-30	$148,071	1,650	-18.5%	Shares	Sole	2023-08-14
2023-03-31	$195,255	2,024	+799.6%	Shares	Sole	2023-05-16
2022-12-31	$23,172	225	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.