Klingman & Associates, LLC

Position in DUK — Duke Energy CORP

CIK 1662449 New York, NY

Position in DUK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$283,159

-$2,813 QoQ

Shares Held

2,237

+2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,863

of 2,440 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Klingman & Associates, LLC holds $3,946,831 across 7 Utilities - Regulated Electric names. DUK ranks #5 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	18,203	$1,597,677
2	ED	Consolidated Edison Inc	6,711	$742,437
3	SO	Southern Co	5,015	$479,985
4	LNT	Alliant Energy Corp	5,559	$424,096
5	DUK	Duke Energy CORP This page	2,237	$283,159
6	CNP	Centerpoint Energy Inc	4,772	$210,158
7	AEP	American Electric Power Co Inc	1,530	$209,319

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$283,159	2,237	+2.4%	Shares	Sole	2026-07-29
2026-03-31	$285,972	2,184	-12.7%	Shares	Sole	2026-05-14
2025-12-31	$293,376	2,503	+10.3%	Shares	Sole	2026-01-29
2025-09-30	$280,912	2,270	-7.0%	Shares	Sole	2025-10-27
2023-06-30	$218,965	2,440	-5.3%	Shares	Sole	2023-07-31
2023-03-31	$248,603	2,577	+2.3%	Shares	Sole	2023-05-03
2022-12-31	$259,328	2,518	+2.9%	Shares	Sole	2023-02-03
2022-09-30	$227,712	2,448	-2.5%	Shares	Sole	2022-10-28
2022-06-30	$269,097	2,510	-5.8%	Shares	Sole	2022-07-27
2022-03-31	$297,462	2,664	+10.8%	Shares	Sole	2022-05-06
2021-12-31	$252,284	2,405	+1.5%	Shares	Sole	2022-01-31
2021-09-30	$231,190	2,369	0.0%	Shares	Sole	2021-11-01
2021-06-30	$233,867	2,369	-1.8%	Shares	Sole	2021-07-27
2021-03-31	$232,830	2,412	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.