TD Capital Management LLC

Position in DUK — Duke Energy CORP

CIK 1483824 MEMPHIS, TN

Position in DUK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$15,316

-$527 QoQ

Shares Held

121

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,354

of 2,446 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

TD Capital Management LLC holds $480,588 across 13 Utilities - Regulated Electric names. DUK ranks #7 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	2,680	$235,223
2	SO	Southern Co	723	$69,198
3	AEP	American Electric Power Co Inc	382	$52,261
4	PEG	Public Service Enterprise Group Inc	326	$26,458
5	ED	Consolidated Edison Inc	208	$23,011
6	PPL	PPL Corp	441	$16,030
7	DUK	Duke Energy CORP This page	121	$15,316
8	PCG	PG&E Corp	870	$14,633

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,316	121	0.0%	Shares	Sole	2026-08-06
2026-03-31	$15,843	121	-33.5%	Shares	Sole	2026-05-11
2025-12-31	$21,332	182	+50.4%	Shares	Sole	2026-02-26
2025-09-30	$14,973	121	0.0%	Shares	Sole	2025-11-24
2025-06-30	$14,278	121	-70.3%	Shares	Sole	2025-08-08
2023-09-30	$36,010	408	+1.0%	Shares	Sole	2023-11-09
2023-06-30	$36,254	404	+1.0%	Shares	Sole	2023-08-16
2023-03-31	$38,588	400	+1.0%	Shares	Sole	2023-05-02
2022-12-31	$40,784	396	+1.0%	Shares	Sole	2023-02-15
2022-09-30	$36,463	392	-11.3%	Shares	Sole	2022-11-09
2021-12-31	$46,365	442	+624.6%	Shares	Sole	2022-02-14
2021-09-30	$5,952	61	0.0%	Shares	Sole	2021-11-09
2021-06-30	$6,021	61	0.0%	Shares	Sole	2021-08-02
2021-03-31	$5,888	61	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.