Commonwealth Financial Services, LLC

Position in DUK — Duke Energy CORP

CIK 1536755 VIENNA, WV

Position in DUK

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$264,172

+$4,649 QoQ

Shares Held

2,087

+5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,910

of 2,446 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Commonwealth Financial Services, LLC holds $4,259,684 across 6 Utilities - Regulated Electric names. DUK ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	20,492	$2,803,510
2	D	Dominion Energy, Inc	5,311	$362,688
3	NEE	Nextera Energy Inc	3,728	$327,206
4	DUK	Duke Energy CORP This page	2,087	$264,172
5	FE	Firstenergy Corp	5,426	$257,952
6	SO	Southern Co	2,551	$244,156

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$264,172	2,087	+5.3%	Shares	Sole	2026-07-15
2026-03-31	$259,523	1,982	+3.8%	Shares	Sole	2026-05-07
2025-12-31	$223,871	1,910	-42.8%	Shares	Sole	2026-02-06
2025-09-30	$413,572	3,342	+1.1%	Shares	Sole	2025-10-21
2025-06-30	$389,990	3,305	+0.1%	Shares	Sole	2025-07-25
2025-03-31	$402,622	3,301	-1.1%	Shares	Sole	2025-05-09
2024-12-31	$359,528	3,337	+6.6%	Shares	Sole	2025-01-27
2024-09-30	$361,004	3,131	-1.0%	Shares	Sole	2024-10-22
2024-06-30	$317,127	3,164	-34.0%	Shares	Sole	2024-08-13
2024-03-31	$463,724	4,795	0.0%	Shares	Sole	2024-05-14
2023-12-31	$465,306	4,795	+0.4%	Shares	Sole	2024-02-14
2023-09-30	$421,706	4,778	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.