Johnson Financial Group, LLC

Position in DUK — Duke Energy CORP

CIK 1706327 Denver, CO

Position in DUK

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$209,242

-$238,576 QoQ

Shares Held

1,598

-62.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Johnson Financial Group, LLC holds $623,989 across 2 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)	Open
1	NEE	Nextera Energy Inc	4,545	$398,914
2	TXNM	Txnm Energy Inc	3,964	$225,075

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$209,242	1,598	-62.6%	Shares	Sole	2026-05-14
2021-12-31	$447,818	4,269	-13.4%	Shares	Sole	2022-02-11
2021-09-30	$480,923	4,928	-16.4%	Shares	Sole	2021-11-15
2021-06-30	$582,250	5,898	+24.2%	Shares	Sole	2021-08-12
2021-03-31	$458,517	4,750	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.