Patriot Financial Group Insurance Agency, LLC

Insurance

Position in DUK — Duke Energy CORP

CIK 1694883 Westborough, MA

Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,268,331

-$1,255,668 QoQ

Shares Held

10,020

-48.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,015

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $10,684,989 across 11 Utilities - Regulated Electric names. DUK ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	22,429	$1,968,593
2	AEP	American Electric Power Co Inc	11,231	$1,536,513
3	DUK	Duke Energy CORP This page	10,020	$1,268,331
4	ETR	Entergy Corp /De/	10,146	$1,165,369
5	WEC	Wec Energy Group, Inc.	9,188	$1,072,882
6	SO	Southern Co	9,943	$951,644
7	EIX	Edison International	11,893	$885,433
8	D	Dominion Energy, Inc	12,543	$856,561

All Filings in DUK

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,268,331	10,020	-48.0%	Shares	Sole	2026-07-16
2026-03-31	$2,523,999	19,276	+109.6%	Shares	Sole	2026-04-22
2025-12-31	$1,077,863	9,196	+5.0%	Shares	Sole	2026-01-26
2025-09-30	$1,083,555	8,756	+0.1%	Shares	Sole	2025-10-08
2025-06-30	$1,031,910	8,745	+4.4%	Shares	Sole	2025-07-21
2025-03-31	$1,021,376	8,374	-5.3%	Shares	Sole	2025-04-14
2024-12-31	$952,637	8,842	+4.1%	Shares	Sole	2025-01-22
2024-09-30	$979,473	8,495	+2.3%	Shares	Sole	2024-10-24
2024-06-30	$832,710	8,308	+2.2%	Shares	Sole	2024-07-26
2024-03-31	$786,542	8,133	+5.7%	Shares	Sole	2024-04-30
2023-12-31	$746,625	7,694	+5.2%	Shares	Sole	2024-01-19
2023-09-30	$645,533	7,314	+1.9%	Shares	Sole	2023-10-19
2023-06-30	$644,422	7,181	+7.0%	Shares	Sole	2023-07-17
2023-03-31	$647,506	6,712	+8.4%	Shares	Sole	2023-04-20
2022-12-31	$637,611	6,191	+8.0%	Shares	Sole	2023-01-17
2022-09-30	$533,190	5,732	-0.5%	Shares	Sole	2022-11-01
2022-06-30	$617,636	5,761	+14.5%	Shares	Sole	2022-07-29
2022-03-31	$561,761	5,031	+6.5%	Shares	Sole	2022-05-11
2021-12-31	$495,442	4,723	-2.4%	Shares	Sole	2022-01-10
2021-09-30	$472,238	4,839	+13.2%	Shares	Sole	2021-11-24
2021-06-30	$422,126	4,276	+18.1%	Shares	Sole	2021-07-30
2021-03-31	$349,535	3,621	+14.9%	Shares	Sole	2021-04-29
2020-12-31	$288,597	3,152	+47.4%	Shares	Sole	2021-01-15
2020-09-30	$189,341	2,138	+26.6%	Shares	Sole	2020-10-21
2020-06-30	$134,934	1,689	+37.8%	Shares	Sole	2020-07-10
2020-03-31	$99,158	1,226	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.