Nicholas Hoffman & Company, LLC.

Position in DUK — Duke Energy CORP

CIK 1678953 ATLANTA, GA

Position in DUK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,283,882

-$185,646 QoQ

Shares Held

18,043

-4.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#770

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Nicholas Hoffman & Company, LLC. holds $10,943,277 across 4 Utilities - Regulated Electric names. DUK ranks #2 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	73,433	$7,028,272
2	DUK	Duke Energy CORP This page	18,043	$2,283,882
3	ED	Consolidated Edison Inc	7,564	$836,805
4	NEE	Nextera Energy Inc	9,050	$794,318

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,283,882	18,043	-4.3%	Shares	Sole	2026-08-04
2026-03-31	$2,469,528	18,860	+0.1%	Shares	Sole	2026-04-29
2025-12-31	$2,208,119	18,839	+0.3%	Shares	Sole	2026-02-02
2025-09-30	$2,324,272	18,782	+1.1%	Shares	Sole	2025-11-12
2025-06-30	$2,192,676	18,582	+2.0%	Shares	Sole	2025-08-06
2025-03-31	$2,222,781	18,224	-10.5%	Shares	Sole	2025-06-23
2024-12-31	$2,194,125	20,365	-3.3%	Shares	Sole	2025-06-23
2024-09-30	$2,427,872	21,057	-6.6%	Shares	Sole	2025-06-23
2024-06-30	$2,260,286	22,551	+0.2%	Shares	Sole	2024-08-02
2024-03-31	$2,176,748	22,508	+2.5%	Shares	Sole	2024-04-22
2023-12-31	$2,130,998	21,960	+0.7%	Shares	Sole	2024-02-01
2023-09-30	$1,923,803	21,797	+3.3%	Shares	Sole	2023-11-06
2023-06-30	$1,893,334	21,098	+0.9%	Shares	Sole	2023-08-09
2023-03-31	$2,017,091	20,909	-0.4%	Shares	Sole	2023-05-15
2022-12-31	$2,162,069	20,993	+0.8%	Shares	Sole	2023-02-13
2022-09-30	$1,936,862	20,822	+1.2%	Shares	Sole	2022-11-04
2022-06-30	$2,204,880	20,566	+0.2%	Shares	Sole	2022-08-09
2022-03-31	$2,292,379	20,530	+0.9%	Shares	Sole	2022-05-10
2021-12-31	$2,135,239	20,355	-1.8%	Shares	Sole	2022-02-10
2021-09-30	$2,022,650	20,726	-4.4%	Shares	Sole	2021-11-04
2021-06-30	$2,140,052	21,678	-0.7%	Shares	Sole	2021-08-10
2021-03-31	$2,107,249	21,830	+0.1%	Shares	Sole	2021-05-11
2020-12-31	$1,996,374	21,804	+5.2%	Shares	Sole	2021-02-11
2020-09-30	$1,835,140	20,722	+0.2%	Shares	Sole	2020-11-12
2020-06-30	$1,652,284	20,682	+1.0%	Shares	Sole	2020-08-12
2020-03-31	$1,655,856	20,473	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.