Sigma Planning Corp

Position in DUK — Duke Energy CORP

CIK 1449126 ANN ARBOR, MI

Position in DUK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$5,085,604

-$107,476 QoQ

Shares Held

40,177

+1.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#513

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

Sigma Planning Corp holds $43,226,300 across 19 Utilities - Regulated Electric names. DUK ranks #3 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	113,356	$9,949,256
2	DTE	Dte Energy Co	47,200	$7,191,864
3	DUK	Duke Energy CORP This page	40,177	$5,085,604
4	SO	Southern Co	40,567	$3,882,667
5	CMS	Cms Energy Corp	39,672	$3,034,908
6	AEP	American Electric Power Co Inc	18,080	$2,473,524
7	EIX	Edison International	28,634	$2,131,801
8	FE	Firstenergy Corp	37,888	$1,801,195

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,085,604	40,177	+1.3%	Shares	Sole	2026-08-07
2026-03-31	$5,193,080	39,660	+4.1%	Shares	Sole	2026-05-04
2025-12-31	$4,465,701	38,100	+0.3%	Shares	Sole	2026-01-30
2025-09-30	$4,698,787	37,970	-7.8%	Shares	Sole	2025-11-10
2025-06-30	$4,857,234	41,163	-6.9%	Shares	Sole	2025-08-05
2025-03-31	$5,393,269	44,218	-4.9%	Shares	Sole	2025-05-02
2024-12-31	$5,011,526	46,515	-13.1%	Shares	Sole	2025-02-03
2024-09-30	$6,171,201	53,523	-3.5%	Shares	Sole	2024-11-04
2024-06-30	$5,561,462	55,487	+4.5%	Shares	Sole	2024-08-06
2024-03-31	$5,134,720	53,094	+135.8%	Shares	Sole	2024-05-02
2023-12-31	$2,184,758	22,514	-54.0%	Shares	Sole	2024-02-01
2023-09-30	$4,319,179	48,937	+3.6%	Shares	Sole	2023-11-06
2023-06-30	$4,239,138	47,238	-3.2%	Shares	Sole	2023-08-02
2023-03-31	$4,708,218	48,805	-1.3%	Shares	Sole	2023-05-08
2022-12-31	$5,090,589	49,428	+0.8%	Shares	Sole	2023-01-24
2022-09-30	$4,559,189	49,013	+5.1%	Shares	Sole	2022-11-10
2022-06-30	$5,000,488	46,642	-1.7%	Shares	Sole	2022-08-11
2022-03-31	$5,300,388	47,469	+0.3%	Shares	Sole	2022-04-20
2021-12-31	$4,965,441	47,335	+3.9%	Shares	Sole	2022-02-02
2021-09-30	$4,444,541	45,543	-3.5%	Shares	Sole	2021-10-28
2021-06-30	$4,661,459	47,219	+8.8%	Shares	Sole	2021-08-13
2021-03-31	$4,190,174	43,408	+8.4%	Shares	Sole	2021-05-06
2020-12-31	$3,665,329	40,032	-1.9%	Shares	Sole	2021-02-09
2020-09-30	$3,612,982	40,797	+5.4%	Shares	Sole	2020-11-03
2020-06-30	$3,092,701	38,712	+22.1%	Shares	Sole	2020-07-31
2020-03-31	$2,564,219	31,704	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.