PHYSICIANS FINANCIAL SERVICES, INC.

Position in DUK — Duke Energy CORP

CIK 1665518 RALEIGH, NC

Position in DUK

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$5,179,780

-$154,191 QoQ

Shares Held

40,921

+0.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

#503

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PHYSICIANS FINANCIAL SERVICES, INC. holds $5,447,959 across 2 Utilities - Regulated Electric names. DUK ranks #1 (95.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DUK	Duke Energy CORP This page	40,921	$5,179,780
2	SO	Southern Co	2,802	$268,179

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,179,780	40,921	+0.5%	Shares	Sole	2026-07-21
2026-03-31	$5,333,971	40,736	+16.2%	Shares	Sole	2026-04-15
2025-12-31	$4,107,858	35,047	-2.4%	Shares	Sole	2026-01-21
2025-09-30	$4,445,471	35,923	+2.7%	Shares	Sole	2025-10-21
2025-06-30	$4,126,814	34,973	+15.2%	Shares	Sole	2025-08-14
2025-03-31	$3,703,253	30,362	+55.1%	Shares	Sole	2025-05-07
2024-12-31	$2,108,902	19,574	+0.3%	Shares	Sole	2025-02-03
2024-09-30	$2,250,771	19,521	-3.5%	Shares	Sole	2024-10-31
2024-06-30	$2,026,650	20,220	+3.3%	Shares	Sole	2024-08-14
2024-03-31	$1,893,775	19,582	+0.6%	Shares	Sole	2024-05-10
2023-12-31	$1,889,271	19,469	-0.5%	Shares	Sole	2024-01-26
2023-09-30	$1,727,159	19,569	-0.2%	Shares	Sole	2023-10-31
2023-06-30	$1,760,519	19,618	-0.3%	Shares	Sole	2023-07-26
2023-03-31	$1,897,371	19,668	-0.9%	Shares	Sole	2023-05-17
2022-12-31	$2,043,733	19,844	+0.8%	Shares	Sole	2023-02-09
2022-09-30	$1,831,284	19,687	-2.8%	Shares	Sole	2022-10-19
2022-06-30	$2,172,181	20,261	+2.8%	Shares	Sole	2022-08-17
2022-03-31	$2,200,148	19,704	-1.3%	Shares	Sole	2022-04-22
2021-12-31	$2,093,174	19,954	-4.1%	Shares	Sole	2022-02-02
2021-09-30	$2,031,531	20,817	-0.1%	Shares	Sole	2021-10-27
2021-06-30	$2,056,633	20,833	-4.3%	Shares	Sole	2021-07-27
2021-03-31	$2,101,844	21,774	+6.2%	Shares	Sole	2021-05-21
2020-12-31	$1,876,522	20,495	-3.7%	Shares	Sole	2021-02-03
2020-09-30	$1,884,025	21,274	+3.2%	Shares	Sole	2020-11-10
2020-06-30	$1,647,092	20,617	+14.3%	Shares	Sole	2020-07-28
2020-03-31	$1,458,670	18,035	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.