Van Hulzen Asset Management, LLC

Position in DUK — Duke Energy CORP

CIK 1600145 EL DORADO HILLS, CA

Position in DUK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$334,677

-$11,266 QoQ

Shares Held

2,644

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,746

of 2,446 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Van Hulzen Asset Management, LLC holds $14,020,416 across 5 Utilities - Regulated Electric names. DUK ranks #4 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	267,381	$12,465,302
2	SO	Southern Co	6,221	$595,411
3	NEE	Nextera Energy Inc	4,683	$411,026
4	DUK	Duke Energy CORP This page	2,644	$334,677
5	PNW	Pinnacle West Capital Corp	2,000	$214,000

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$334,677	2,644	+0.1%	Shares	Sole	2026-08-13
2026-03-31	$345,943	2,642	-0.8%	Shares	Sole	2026-05-14
2025-12-31	$312,130	2,663	+33.3%	Shares	Sole	2026-02-06
2025-09-30	$247,252	1,998	-1.4%	Shares	Sole	2025-11-13
2025-06-30	$239,068	2,026	+2.3%	Shares	Sole	2025-08-13
2025-03-31	$241,622	1,981	-0.1%	Shares	Sole	2025-05-14
2024-12-31	$213,648	1,983	+0.1%	Shares	Sole	2025-02-10
2024-09-30	$228,524	1,982	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.