Archford Capital Strategies, LLC

Position in DUK — Duke Energy CORP

CIK 1606609 SWANSEA, IL

Position in DUK

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

Position Value

$1,009,981

-$16,850 QoQ

Shares Held

7,979

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,097

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Archford Capital Strategies, LLC holds $6,013,191 across 6 Utilities - Regulated Electric names. DUK ranks #3 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	19,802	$1,738,021
2	SO	Southern Co	12,191	$1,166,800
3	DUK	Duke Energy CORP This page	7,979	$1,009,981
4	AEE	Ameren Corp	8,442	$954,283
5	D	Dominion Energy, Inc	13,390	$914,403
6	AEP	American Electric Power Co Inc	1,679	$229,703

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,009,981	7,979	+1.7%	Shares	Sole	2026-07-17
2026-03-31	$1,026,831	7,842	-1.5%	Shares	Sole	2026-04-15
2025-12-31	$933,460	7,964	-0.1%	Shares	Sole	2026-01-15
2025-09-30	$986,287	7,970	-0.3%	Shares	Sole	2025-10-17
2025-06-30	$943,292	7,994	-5.0%	Shares	Sole	2025-07-17
2025-03-31	$1,026,011	8,412	-0.5%	Shares	Sole	2025-04-23
2024-12-31	$910,941	8,455	-0.1%	Shares	Sole	2025-01-21
2024-09-30	$975,553	8,461	+4.5%	Shares	Sole	2024-10-15
2024-06-30	$811,762	8,099	-0.6%	Shares	Sole	2024-07-17
2024-03-31	$788,283	8,151	-10.0%	Shares	Sole	2024-04-24
2023-12-31	$878,794	9,056	-30.4%	Shares	Sole	2024-01-12
2023-09-30	$1,148,174	13,009	+24.3%	Shares	Sole	2023-10-27
2023-06-30	$939,398	10,468	+38.0%	Shares	Sole	2023-08-02
2023-03-31	$731,532	7,583	+5.5%	Shares	Sole	2023-04-18
2022-12-31	$740,086	7,186	+16.3%	Shares	Sole	2023-01-26
2022-09-30	$574,584	6,177	+3.3%	Shares	Sole	2022-10-17
2022-06-30	$641,223	5,981	+20.3%	Shares	Sole	2022-07-12
2022-03-31	$555,173	4,972	+32.7%	Shares	Sole	2022-04-18
2021-12-31	$393,165	3,748	+46.0%	Shares	Sole	2022-01-20
2021-09-30	$250,611	2,568	+7.2%	Shares	Sole	2021-10-14
2021-06-30	$236,434	2,395	+15.9%	Shares	Sole	2021-07-23
2021-03-31	$199,527	2,067	-70.0%	Shares	Sole	2021-04-26
2020-12-31	$631,580	6,898	-20.4%	Shares	Sole	2021-01-19
2020-09-30	$767,815	8,670	+42.0%	Shares	Sole	2020-10-19
2020-06-30	$487,888	6,107	+0.5%	Shares	Sole	2020-07-24
2020-03-31	$491,265	6,074	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.