Freestone Capital Holdings, LLC

Position in DUK — Duke Energy CORP

CIK 1470876 Seattle, WA

Position in DUK

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$683,025

-$86,771 QoQ

Shares Held

5,396

-8.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,298

of 2,440 holders

Holding Since

Sep 2020

10 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Utilities · as of Jun 30, 2026

Freestone Capital Holdings, LLC holds $25,447,152 across 5 Utilities - Regulated Electric names. DUK ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	132,546	$11,633,562
2	SO	Southern Co	119,696	$11,456,104
3	AEP	American Electric Power Co Inc	7,398	$1,012,120
4	DUK	Duke Energy CORP This page	5,396	$683,025
5	ED	Consolidated Edison Inc	5,987	$662,341

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$683,025	5,396	-8.2%	Shares	Defined	2026-07-31
2026-03-31	$769,796	5,879	+1.7%	Shares	Defined	2026-05-13
2025-12-31	$677,473	5,780	+30.8%	Shares	Defined	2026-01-23
2025-09-30	$546,727	4,418	+31.1%	Shares	Defined	2025-11-12
2025-06-30	$397,660	3,370	-3.4%	Shares	Defined	2025-08-05
2025-03-31	$425,431	3,488	+48.7%	Shares	Defined	2025-05-13
2024-12-31	$252,650	2,345	+22.9%	Shares	Defined	2025-02-06
2024-09-30	$219,992	1,908	+990.3%	Shares	Defined	2024-11-14
2020-12-31	$16,023	175	0.0%	Shares	Defined	2021-02-16
2020-09-30	$15,498	175	—	Shares	Defined	2020-11-06
No filing history on record for this holder in this stock.