Berkeley Capital Partners, LLC

Position in DUK — Duke Energy CORP

CIK 1667694 Milton, GA

Position in DUK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,505,651

-$13,372 QoQ

Shares Held

19,795

+2.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#730

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Berkeley Capital Partners, LLC holds $5,793,864 across 4 Utilities - Regulated Electric names. DUK ranks #1 (43.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	19,795	$2,505,651
2	NEE	Nextera Energy Inc	19,034	$1,670,614
3	SO	Southern Co	14,004	$1,340,322
4	PPL	PPL Corp	7,628	$277,277

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,505,651	19,795	+2.9%	Shares	Sole	2026-08-06
2026-03-31	$2,519,023	19,238	+7.4%	Shares	Sole	2026-05-07
2025-12-31	$2,099,113	17,909	-16.3%	Shares	Sole	2026-02-05
2025-09-30	$2,647,383	21,393	+1.3%	Shares	Sole	2025-11-10
2025-06-30	$2,492,160	21,120	-3.8%	Shares	Sole	2025-07-30
2025-03-31	$2,677,851	21,955	+4.8%	Shares	Sole	2025-05-05
2024-12-31	$2,258,122	20,959	+0.7%	Shares	Sole	2025-02-11
2024-09-30	$2,400,661	20,821	-4.2%	Shares	Sole	2024-11-14
2024-06-30	$2,177,296	21,723	+2.6%	Shares	Sole	2024-08-14
2024-03-31	$2,047,060	21,167	+8.7%	Shares	Sole	2024-05-14
2023-12-31	$1,889,077	19,467	-11.0%	Shares	Sole	2024-02-09
2023-09-30	$1,931,305	21,882	+3.1%	Shares	Sole	2023-11-14
2023-06-30	$1,905,000	21,228	+15.6%	Shares	Sole	2023-08-03
2023-03-31	$1,771,575	18,364	+2.6%	Shares	Sole	2023-05-02
2022-12-31	$1,843,726	17,902	+10.3%	Shares	Sole	2023-02-10
2022-09-30	$1,509,714	16,230	+9.7%	Shares	Sole	2022-11-04
2022-06-30	$1,586,815	14,801	+13.3%	Shares	Sole	2022-08-04
2022-03-31	$1,458,391	13,061	+84.6%	Shares	Sole	2022-05-05
2021-12-31	$742,272	7,076	+8.3%	Shares	Sole	2022-02-14
2021-09-30	$637,555	6,533	+0.2%	Shares	Sole	2021-11-04
2021-06-30	$643,358	6,517	+1.7%	Shares	Sole	2021-08-16
2021-03-31	$618,757	6,410	+17.2%	Shares	Sole	2021-05-04
2020-12-31	$500,924	5,471	+0.6%	Shares	Sole	2021-01-28
2020-09-30	$481,677	5,439	+7.1%	Shares	Sole	2020-11-03
2020-06-30	$405,841	5,080	-13.0%	Shares	Sole	2020-07-30
2020-03-31	$472,500	5,842	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.