BEACON FINANCIAL GROUP

Position in DUK — Duke Energy CORP

CIK 1591379 DALLAS, TX

Position in DUK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$4,360,554

-$337,573 QoQ

Shares Held

34,449

-4.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#557

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Utilities · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $6,607,637 across 3 Utilities - Regulated Electric names. DUK ranks #1 (66.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	34,449	$4,360,554
2	NEE	Nextera Energy Inc	17,936	$1,574,242
3	SO	Southern Co	7,030	$672,841

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,360,554	34,449	-4.0%	Shares	Sole	2026-07-16
2026-03-31	$4,698,127	35,880	-4.7%	Shares	Sole	2026-04-30
2025-12-31	$4,414,011	37,659	-4.0%	Shares	Sole	2026-04-01
2025-09-30	$4,855,578	39,237	-5.6%	Shares	Sole	2025-10-08
2025-06-30	$4,904,788	41,566	-5.4%	Shares	Sole	2025-07-09
2025-03-31	$5,358,629	43,934	-5.8%	Shares	Sole	2025-04-10
2024-12-31	$5,025,424	46,644	-1.0%	Shares	Sole	2025-01-29
2024-09-30	$5,433,627	47,126	-2.5%	Shares	Sole	2024-11-12
2024-06-30	$4,843,614	48,325	-3.9%	Shares	Sole	2024-08-06
2024-03-31	$4,862,191	50,276	-3.1%	Shares	Sole	2024-05-07
2023-12-31	$5,034,241	51,878	-4.7%	Shares	Sole	2024-02-23
2023-09-30	$4,804,344	54,434	-1.7%	Shares	Sole	2023-10-16
2023-06-30	$4,969,890	55,381	-0.5%	Shares	Sole	2023-07-20
2023-03-31	$5,372,028	55,686	-2.7%	Shares	Sole	2023-04-14
2022-12-31	$5,894,941	57,238	-0.4%	Shares	Sole	2023-01-19
2022-09-30	$5,343,999	57,450	-0.8%	Shares	Sole	2022-10-13
2022-06-30	$6,208,959	57,914	-1.0%	Shares	Sole	2022-07-19
2022-03-31	$6,530,323	58,484	-0.3%	Shares	Sole	2022-04-08
2021-12-31	$6,152,909	58,655	-0.7%	Shares	Sole	2022-01-07
2021-09-30	$5,765,226	59,076	-0.2%	Shares	Sole	2021-10-13
2021-06-30	$5,842,545	59,183	-1.3%	Shares	Sole	2021-07-26
2021-03-31	$5,790,738	59,989	0.0%	Shares	Sole	2021-08-16
2020-12-31	$5,492,592	59,989	-1.1%	Shares	Sole	2021-01-15
2020-09-30	$5,371,783	60,657	-1.7%	Shares	Sole	2020-10-13
2020-06-30	$4,930,491	61,716	-0.3%	Shares	Sole	2020-08-05
2020-03-31	$5,005,016	61,882	—	Shares	Sole	2020-06-29
No filing history on record for this holder in this stock.