CROBAN

Position in DUK — Duke Energy CORP

CIK 1694663 FREMONT, OH

Position in DUK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,124,916

+$9,439 QoQ

Shares Held

8,887

+4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.77%

of 13F equity value

Holder Rank

#1,062

of 2,446 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CROBAN holds $5,880,273 across 5 Utilities - Regulated Electric names. DUK ranks #3 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	17,782	$1,560,726
2	AEE	Ameren Corp	10,812	$1,222,188
3	DUK	Duke Energy CORP This page	8,887	$1,124,916
4	XEL	Xcel Energy Inc	13,573	$1,089,911
5	IDA	Idacorp Inc	5,833	$882,532

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,124,916	8,887	+4.3%	Shares	Sole	2026-08-03
2026-03-31	$1,115,477	8,519	+7.3%	Shares	Sole	2026-05-13
2025-12-31	$930,881	7,942	+1.5%	Shares	Sole	2026-02-13
2025-09-30	$968,591	7,827	—	Shares	Sole	2025-10-20
No filing history on record for this holder in this stock.