Stamos Capital Partners, L.P.

Position in DUK — Duke Energy CORP

CIK 1705399 Menlo Park, CA

Position in DUK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,233,377

-$76,928 QoQ

Shares Held

17,644

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#775

of 2,446 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Stamos Capital Partners, L.P. holds $17,057,018 across 5 Utilities - Regulated Electric names. DUK ranks #5 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	88,811	$7,794,941
2	AEP	American Electric Power Co Inc	17,410	$2,381,862
3	D	Dominion Energy, Inc	34,667	$2,367,409
4	SO	Southern Co	23,816	$2,279,429
5	DUK	Duke Energy CORP This page	17,644	$2,233,377

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,233,377	17,644	0.0%	Shares	Sole	2026-08-13
2026-03-31	$2,310,305	17,644	-11.6%	Shares	Sole	2026-05-14
2025-12-31	$2,339,980	19,964	+49.3%	Shares	Sole	2026-02-12
2025-09-30	$1,654,537	13,370	-31.2%	Shares	Sole	2025-11-13
2025-06-30	$2,292,150	19,425	+20.5%	Shares	Sole	2025-08-14
2025-03-31	$1,966,156	16,120	-22.9%	Shares	Sole	2025-05-14
2024-12-31	$2,252,843	20,910	-26.9%	Shares	Sole	2025-02-13
2024-09-30	$3,297,580	28,600	-26.2%	Shares	Sole	2024-11-13
2024-06-30	$3,883,912	38,750	+6.7%	Shares	Sole	2024-08-13
2024-03-31	$3,510,573	36,300	+1.8%	Shares	Sole	2024-05-14
2023-12-31	$3,460,446	35,660	-47.2%	Shares	Sole	2024-02-13
2023-09-30	$5,960,197	67,530	+60.9%	Shares	Sole	2023-11-13
2023-06-30	$3,766,387	41,970	+32.8%	Shares	Sole	2023-08-11
2023-03-31	$3,049,416	31,610	+21.7%	Shares	Sole	2023-05-12
2022-12-31	$2,675,680	25,980	-41.4%	Shares	Sole	2023-02-13
2022-09-30	$4,125,437	44,350	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.