SIGNATUREFD, LLC

Position in DUK — Duke Energy CORP

CIK 1456048 ATLANTA, GA

Position in DUK

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$2,883,953

+$476,343 QoQ

Shares Held

22,025

+7.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Mar 31, 2026

SIGNATUREFD, LLC holds $34,838,449 across 37 Utilities - Regulated Electric names. DUK ranks #3 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	62,249	$6,008,273
2	NEE	Nextera Energy Inc	60,044	$5,576,886
3	DUK	Duke Energy CORP This page	22,025	$2,883,953
4	FTS	Fortis Inc.	37,839	$2,111,037
5	NGG	National Grid PLC	23,263	$1,968,049
6	AEP	American Electric Power Co Inc	12,931	$1,694,995
7	ED	Consolidated Edison Inc	14,581	$1,650,277
8	D	Dominion Energy, Inc	20,873	$1,290,368

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,883,953	22,025	+7.2%	Shares	Sole	2026-04-07
2025-12-31	$2,407,610	20,541	+0.5%	Shares	Sole	2026-01-20
2025-09-30	$2,528,212	20,430	+10.1%	Shares	Sole	2025-10-21
2025-06-30	$2,188,664	18,548	+5.1%	Shares	Sole	2025-07-16
2025-03-31	$2,151,916	17,643	+1.6%	Shares	Sole	2025-05-02
2024-12-31	$1,870,474	17,361	+6.3%	Shares	Sole	2025-02-10
2024-09-30	$1,882,387	16,326	-1.7%	Shares	Sole	2024-10-21
2024-06-30	$1,664,720	16,609	+1.0%	Shares	Sole	2024-07-29
2024-03-31	$1,589,718	16,438	+5.0%	Shares	Sole	2024-05-03
2023-12-31	$1,519,258	15,656	-24.8%	Shares	Sole	2024-02-01
2023-09-30	$1,838,632	20,832	+14.4%	Shares	Sole	2023-11-03
2023-06-30	$1,634,075	18,209	-16.6%	Shares	Sole	2023-08-01
2023-03-31	$2,106,036	21,831	+26.0%	Shares	Sole	2023-04-28
2022-12-31	$1,784,816	17,330	-7.6%	Shares	Sole	2023-01-30
2022-09-30	$1,744,031	18,749	-0.5%	Shares	Sole	2022-11-08
2022-06-30	$2,019,514	18,837	+2.7%	Shares	Sole	2022-08-10
2022-03-31	$2,048,179	18,343	+3.7%	Shares	Sole	2022-05-02
2021-12-31	$1,854,841	17,682	+2.5%	Shares	Sole	2022-01-25
2021-09-30	$1,683,817	17,254	+23.4%	Shares	Sole	2021-10-28
2021-06-30	$1,380,204	13,981	-6.7%	Shares	Sole	2021-07-26
2021-03-31	$1,446,695	14,987	+37.2%	Shares	Sole	2021-04-30
2020-12-31	$1,000,293	10,925	-3.8%	Shares	Sole	2021-02-11
2020-09-30	$1,005,510	11,354	-10.0%	Shares	Sole	2020-11-03
2020-06-30	$1,007,333	12,609	-4.7%	Shares	Sole	2020-07-30
2020-03-31	$1,070,285	13,233	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.