VestGen Investment Management

Position in DUK — Duke Energy CORP

CIK 1511739 EGG HARBOR TOWNSHIP, NJ

Position in DUK

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

Position Value

$249,615

-$22,478 QoQ

Shares Held

1,972

-5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,955

of 2,452 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

VestGen Investment Management holds $3,582,001 across 6 Utilities - Regulated Electric names. DUK ranks #5 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	9,598	$1,102,426
2	EIX	Edison International	12,271	$913,575
3	NEE	Nextera Energy Inc	8,128	$713,394
4	SO	Southern Co	4,050	$387,625
5	DUK	Duke Energy CORP This page	1,972	$249,615
6	LNT	Alliant Energy Corp	2,823	$215,366

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,615	1,972	-5.1%	Shares	Sole	2026-07-31
2026-03-31	$272,093	2,078	+1.7%	Shares	Sole	2026-05-12
2025-12-31	$239,460	2,043	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.