Verus Financial Partners, Inc.

Position in DUK — Duke Energy CORP

CIK 1481714 RICHMOND, VA

Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$407,714

-$53,325 QoQ

Shares Held

3,221

-8.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#1,619

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Derivatives in DUK

reported options exposure · as of Sep 30, 2020

CallValue

$17,712

CallShares

200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Verus Financial Partners, Inc. holds $3,197,069 across 4 Utilities - Regulated Electric names. DUK ranks #3 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	28,336	$1,935,065
2	SO	Southern Co	5,854	$560,286
3	DUK	Duke Energy CORP This page	3,221	$407,714
4	AEP	American Electric Power Co Inc	2,149	$294,004

All Filings in DUK

Export CSV

27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$407,714	3,221	-8.5%	Shares	Sole	2026-07-21
2026-03-31	$461,039	3,521	+0.1%	Shares	Sole	2026-04-21
2025-12-31	$412,461	3,519	+0.1%	Shares	Sole	2026-02-02
2025-09-30	$435,228	3,517	-0.9%	Shares	Sole	2025-10-30
2025-06-30	$418,664	3,548	+0.7%	Shares	Sole	2025-07-21
2025-03-31	$429,700	3,523	+0.1%	Shares	Sole	2025-05-05
2024-12-31	$379,352	3,521	+0.1%	Shares	Sole	2025-01-24
2024-09-30	$405,740	3,519	+0.1%	Shares	Sole	2024-11-01
2024-06-30	$352,508	3,517	+0.1%	Shares	Sole	2024-08-05
2024-03-31	$339,838	3,514	-25.2%	Shares	Sole	2024-05-07
2023-12-31	$455,796	4,697	+25.1%	Shares	Sole	2024-02-07
2023-09-30	$331,328	3,754	+38.1%	Shares	Sole	2023-10-24
2023-06-30	$243,913	2,718	+0.1%	Shares	Sole	2023-07-27
2023-03-31	$261,819	2,714	-3.2%	Shares	Sole	2023-05-08
2022-12-31	$288,680	2,803	-3.9%	Shares	Sole	2023-05-08
2022-09-30	$271,246	2,916	+0.1%	Shares	Sole	2022-10-31
2022-06-30	$312,195	2,912	-6.8%	Shares	Sole	2022-08-03
2022-03-31	$348,825	3,124	+0.2%	Shares	Sole	2022-04-15
2021-12-31	$326,973	3,117	-4.3%	Shares	Sole	2022-01-19
2021-09-30	$317,850	3,257	-5.3%	Shares	Sole	2021-10-29
2021-06-30	$339,498	3,439	+9.9%	Shares	Sole	2021-07-23
2021-03-31	$302,138	3,130	-4.8%	Shares	Sole	2021-04-27
2020-12-31	$301,049	3,288	-62.2%	Shares	Sole	2021-02-10
2020-09-30	$17,712	200	—	Call	Sole	2020-11-03
2020-09-30	$769,497	8,689	+177.2%	Shares	Sole	2020-11-03
2020-06-30	$250,375	3,134	-2.4%	Shares	Sole	2020-07-31
2020-03-31	$259,624	3,210	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.