RB Capital Management, LLC

Position in DUK — Duke Energy CORP

CIK 1695582 RENO, NV

Position in DUK

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$601,887

-$25,184 QoQ

Shares Held

4,755

-0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,367

of 2,446 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 41% Shared 0% None 59%

Utilities · as of Jun 30, 2026

RB Capital Management, LLC holds $1,849,669 across 5 Utilities - Regulated Electric names. DUK ranks #1 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	4,755	$601,887
2	SO	Southern Co	4,799	$459,312
3	ED	Consolidated Edison Inc	3,234	$357,777
4	EIX	Edison International	3,069	$228,487
5	D	Dominion Energy, Inc	2,961	$202,206

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$601,887	4,755	-0.7%	Shares	Sole	2026-08-18
2026-03-31	$627,071	4,789	+2.3%	Shares	Sole	2026-05-15
2025-12-31	$548,894	4,683	-5.5%	Shares	Sole	2026-02-03
2025-09-30	$612,933	4,953	-3.1%	Shares	Sole	2025-10-21
2025-06-30	$603,098	5,111	-4.9%	Shares	Sole	2025-07-07
2025-03-31	$655,466	5,374	-1.5%	Shares	Sole	2025-05-14
2024-12-31	$587,613	5,454	+0.5%	Shares	Sole	2025-02-18
2024-09-30	$625,733	5,427	-1.4%	Shares	Sole	2024-11-18
2024-06-30	$551,866	5,506	-1.5%	Shares	Sole	2024-08-14
2024-03-31	$540,608	5,590	-0.0%	Shares	Sole	2024-05-13
2023-12-31	$542,550	5,591	-4.8%	Shares	Sole	2024-02-06
2023-09-30	$518,527	5,875	-21.5%	Shares	Sole	2023-11-16
2023-03-31	$721,788	7,482	+8.4%	Shares	Sole	2023-05-10
2022-09-30	$642,117	6,903	+19.8%	Shares	Sole	2022-10-24
2022-06-30	$617,958	5,764	+13.5%	Shares	Sole	2022-07-14
2021-12-31	$532,787	5,079	+0.6%	Shares	Sole	2022-02-14
2021-09-30	$492,634	5,048	+5.1%	Shares	Sole	2021-11-12
2021-03-31	$463,826	4,805	+2.8%	Shares	Sole	2021-05-11
2020-12-31	$427,768	4,672	-2.6%	Shares	Sole	2021-02-04
2020-09-30	$424,733	4,796	+2.1%	Shares	Sole	2020-11-12
2020-06-30	$375,243	4,697	+0.7%	Shares	Sole	2020-07-31
2020-03-31	$377,143	4,663	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.