M Holdings Securities, Inc.

Broker-Dealer

Position in DUK — Duke Energy CORP

CIK 1569638 PORTLAND, OR

Position in DUK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,781,830

-$98,838 QoQ

Shares Held

29,877

+0.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#600

of 2,446 holders

Holding Since

Mar 2020

19 quarters on record

Utilities · as of Jun 30, 2026

M Holdings Securities, Inc. holds $9,799,516 across 2 Utilities - Regulated Electric names. DUK ranks #2 (38.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NEE	Nextera Energy Inc	68,562	$6,017,686
2	DUK	Duke Energy CORP This page	29,877	$3,781,830

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,781,830	29,877	+0.8%	Shares	Sole	2026-08-11
2026-03-31	$3,880,668	29,637	-1.2%	Shares	Sole	2026-05-12
2025-12-31	$3,517,354	30,009	+72.5%	Shares	Sole	2026-02-11
2025-09-30	$2,152,878	17,397	-10.8%	Shares	Sole	2025-11-13
2025-06-30	$2,300,764	19,498	+91.5%	Shares	Sole	2025-08-13
2025-03-31	$1,241,654	10,180	-58.2%	Shares	Sole	2025-05-13
2024-06-30	$2,439,597	24,340	+210.0%	Shares	Sole	2024-08-13
2023-06-30	$704,638	7,852	-36.3%	Shares	Sole	2023-09-26
2023-03-31	$1,189,282	12,328	+1.0%	Shares	Sole	2023-05-16
2022-12-31	$1,256,683	12,202	-0.1%	Shares	Sole	2023-02-13
2022-09-30	$1,136,611	12,219	-2.5%	Shares	Sole	2022-11-17
2022-06-30	$1,344,091	12,537	-11.1%	Shares	Sole	2022-08-16
2022-03-31	$1,575,187	14,107	+0.4%	Shares	Sole	2022-05-24
2021-06-30	$1,386,719	14,047	-4.6%	Shares	Sole	2021-08-19
2021-03-31	$1,421,018	14,721	+5.2%	Shares	Sole	2021-05-12
2020-12-31	$1,281,565	13,997	+1.7%	Shares	Sole	2021-02-26
2020-09-30	$1,218,674	13,761	-2.9%	Shares	Sole	2020-11-16
2020-06-30	$1,131,881	14,168	-14.4%	Shares	Sole	2020-08-21
2020-03-31	$1,338,806	16,553	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.