Abacus Planning Group, Inc.

Position in DUK — Duke Energy CORP

CIK 1602730 COLUMBIA, SC

Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,182,130

-$42,944 QoQ

Shares Held

9,339

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,038

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Derivatives in DUK

reported options exposure · as of Sep 30, 2021

CallValue

$1,000

CallShares

300

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Abacus Planning Group, Inc. holds $3,519,390 across 5 Utilities - Regulated Electric names. DUK ranks #1 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	9,339	$1,182,130
2	NEE	Nextera Energy Inc	11,741	$1,030,507
3	AEP	American Electric Power Co Inc	3,728	$510,027
4	D	Dominion Energy, Inc	7,409	$505,960
5	SO	Southern Co	3,038	$290,766

All Filings in DUK

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,182,130	9,339	-0.2%	Shares	Sole	2026-07-20
2026-03-31	$1,225,074	9,356	-0.3%	Shares	Sole	2026-04-08
2025-12-31	$1,099,898	9,384	-1.7%	Shares	Sole	2026-01-16
2025-09-30	$1,181,317	9,546	-1.8%	Shares	Sole	2025-10-22
2025-06-30	$1,146,842	9,719	+3.6%	Shares	Sole	2025-07-21
2025-03-31	$1,144,200	9,381	+17.7%	Shares	Sole	2025-04-14
2024-12-31	$858,364	7,967	+4.8%	Shares	Sole	2025-02-03
2024-09-30	$876,856	7,605	-0.6%	Shares	Sole	2024-10-02
2024-06-30	$766,859	7,651	+4.4%	Shares	Sole	2024-07-31
2024-03-31	$708,787	7,329	-6.5%	Shares	Sole	2024-04-12
2023-12-31	$760,696	7,839	-2.4%	Shares	Sole	2024-01-19
2023-09-30	$708,639	8,029	+0.1%	Shares	Sole	2023-10-11
2023-06-30	$719,445	8,017	+8.9%	Shares	Sole	2023-07-07
2023-03-31	$710,308	7,363	-0.6%	Shares	Sole	2023-04-18
2022-12-31	$762,537	7,404	-4.6%	Shares	Sole	2023-01-19
2022-09-30	$721,556	7,757	-8.4%	Shares	Sole	2022-10-19
2022-06-30	$908,283	8,472	+0.7%	Shares	Sole	2022-07-18
2022-03-31	$939,618	8,415	-16.9%	Shares	Sole	2022-04-13
2021-12-31	$1,061,902	10,123	+11.8%	Shares	Sole	2022-01-18
2021-09-30	$883,579	9,054	+1.7%	Shares	Sole	2021-10-19
2021-09-30	$1,000	300	+50.0%	Call	Sole	2021-10-19
2021-06-30	$879,002	8,904	0.0%	Shares	Sole	2021-07-20
2021-03-31	$859,503	8,904	+2.8%	Shares	Sole	2021-04-27
2020-12-31	$793,001	8,661	-0.3%	Shares	Sole	2021-02-01
2020-09-30	$17,712	200	—	Call	Sole	2020-11-03
2020-09-30	$769,497	8,689	+0.5%	Shares	Sole	2020-11-03
2020-06-30	$690,649	8,645	+24.8%	Shares	Sole	2020-08-11
2020-03-31	$560,174	6,926	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.