Formidable Asset Management, LLC

Position in DUK — Duke Energy CORP

CIK 1592613 CINCINNATI, OH

Position in DUK

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,275,926

-$45,913 QoQ

Shares Held

10,080

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,013

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Formidable Asset Management, LLC holds $8,219,692 across 6 Utilities - Regulated Electric names. DUK ranks #2 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	62,702	$5,503,354
2	DUK	Duke Energy CORP This page	10,080	$1,275,926
3	SO	Southern Co	5,924	$566,986
4	NGG	National Grid PLC	4,599	$381,119
5	ES	Eversource Energy	4,000	$289,080
6	ED	Consolidated Edison Inc	1,837	$203,227

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,275,926	10,080	-0.1%	Shares	Sole	2026-07-17
2026-03-31	$1,321,839	10,095	-0.0%	Shares	Sole	2026-04-22
2025-12-31	$1,183,586	10,098	-9.1%	Shares	Sole	2026-01-16
2025-09-30	$1,375,357	11,114	-4.6%	Shares	Sole	2025-10-29
2025-06-30	$1,374,700	11,650	0.0%	Shares	Sole	2025-07-16
2025-03-31	$1,420,950	11,650	-17.1%	Shares	Sole	2025-05-05
2024-12-31	$1,514,070	14,053	-2.6%	Shares	Sole	2025-02-19
2024-09-30	$1,663,663	14,429	+2.6%	Shares	Sole	2024-11-12
2024-06-30	$1,410,035	14,068	+14.9%	Shares	Sole	2024-08-08
2024-03-31	$1,184,213	12,245	+87.7%	Shares	Sole	2024-05-15
2023-12-31	$633,186	6,525	+0.1%	Shares	Sole	2024-02-07
2023-09-30	$575,102	6,516	+0.1%	Shares	Sole	2023-11-09
2023-06-30	$584,027	6,508	+0.1%	Shares	Sole	2023-08-15
2023-03-31	$626,958	6,499	+7.7%	Shares	Sole	2023-05-09
2022-12-31	$621,647	6,036	+0.1%	Shares	Sole	2023-02-07
2022-09-30	$560,817	6,029	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$645,618	6,022	-0.7%	Shares	Sole	2022-08-18
2022-03-31	$677,106	6,064	+0.1%	Shares	Sole	2022-05-04
2021-12-31	$635,379	6,057	+0.1%	Shares	Sole	2022-02-07
2021-09-30	$590,419	6,050	+0.1%	Shares	Sole	2021-11-10
2021-06-30	$596,564	6,043	-1.1%	Shares	Sole	2021-08-16
2021-03-31	$589,991	6,112	-8.1%	Shares	Sole	2021-05-12
2020-12-31	$609,240	6,654	+7.6%	Shares	Sole	2021-01-29
2020-09-30	$547,477	6,182	-0.7%	Shares	Sole	2020-12-14
2020-06-30	$497,235	6,224	+10.3%	Shares	Sole	2020-08-13
2020-03-31	$456,324	5,642	—	Shares	Sole	2020-06-01
No filing history on record for this holder in this stock.