Shepherd Financial Partners LLC

Position in DUK — Duke Energy CORP

CIK 1696628 WINCHESTER, MA

Position in DUK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,458,292

-$243,643 QoQ

Shares Held

27,321

-3.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#626

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

Shepherd Financial Partners LLC holds $10,515,344 across 5 Utilities - Regulated Electric names. DUK ranks #1 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	27,321	$3,458,292
2	NEE	Nextera Energy Inc	31,716	$2,783,713
3	ETR	Entergy Corp /De/	15,494	$1,779,640
4	ED	Consolidated Edison Inc	14,759	$1,632,788
5	SO	Southern Co	8,995	$860,911

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,458,292	27,321	-3.4%	Shares	Sole	2026-08-10
2026-03-31	$3,701,935	28,272	-1.7%	Shares	Sole	2026-05-11
2025-12-31	$3,372,014	28,769	-0.6%	Shares	Sole	2026-02-10
2025-09-30	$3,580,087	28,930	-4.3%	Shares	Sole	2025-11-07
2025-06-30	$3,567,966	30,237	+0.6%	Shares	Sole	2025-08-13
2025-03-31	$3,664,954	30,048	+4.3%	Shares	Sole	2025-04-18
2024-12-31	$3,103,127	28,802	+1.0%	Shares	Sole	2025-01-28
2024-09-30	$3,287,779	28,515	+3.7%	Shares	Sole	2024-10-28
2024-06-30	$2,756,525	27,502	+0.6%	Shares	Sole	2024-08-08
2024-03-31	$2,644,341	27,343	+2.0%	Shares	Sole	2024-04-23
2023-12-31	$2,601,933	26,813	+0.3%	Shares	Sole	2024-02-12
2023-09-30	$2,360,513	26,745	+1.8%	Shares	Sole	2023-11-08
2023-06-30	$2,358,367	26,280	+3.8%	Shares	Sole	2023-08-11
2023-03-31	$2,443,392	25,328	+6.4%	Shares	Sole	2023-05-02
2022-12-31	$2,452,397	23,812	+12.1%	Shares	Sole	2023-02-14
2022-09-30	$1,975,372	21,236	+0.4%	Shares	Sole	2022-11-09
2022-06-30	$2,267,491	21,150	+1.5%	Shares	Sole	2022-08-15
2022-03-31	$2,327,552	20,845	+0.5%	Shares	Sole	2022-05-13
2021-12-31	$2,176,779	20,751	+3.5%	Shares	Sole	2022-02-14
2021-09-30	$1,957,167	20,055	+0.2%	Shares	Sole	2021-11-15
2021-06-30	$1,976,275	20,019	+1.4%	Shares	Sole	2021-08-16
2021-03-31	$1,905,502	19,740	+4.1%	Shares	Sole	2021-05-14
2020-12-31	$1,735,702	18,957	+5.1%	Shares	Sole	2021-02-16
2020-09-30	$1,597,533	18,039	+139.6%	Shares	Sole	2020-11-16
2020-06-30	$601,411	7,528	+0.1%	Shares	Sole	2020-08-05
2020-03-31	$608,541	7,524	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.