Keystone Financial Group

Position in DUK — Duke Energy CORP

CIK 1729299 LEXINGTON, KY

Position in DUK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,593,009

+$34,431 QoQ

Shares Held

12,585

+5.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#902

of 2,440 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Keystone Financial Group holds $8,532,558 across 10 Utilities - Regulated Electric names. DUK ranks #1 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	12,585	$1,593,009
2	D	Dominion Energy, Inc	22,438	$1,532,291
3	NEE	Nextera Energy Inc	16,772	$1,472,078
4	SO	Southern Co	13,698	$1,311,035
5	AEP	American Electric Power Co Inc	7,331	$1,002,954
6	WEC	Wec Energy Group, Inc.	4,609	$538,192
7	EVRG	Evergy, Inc.	4,342	$375,279
8	FE	Firstenergy Corp	5,579	$265,225

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,593,009	12,585	+5.7%	Shares	Sole	2026-07-29
2026-03-31	$1,558,578	11,903	+6.0%	Shares	Sole	2026-05-13
2025-12-31	$1,315,916	11,227	+0.4%	Shares	Sole	2026-02-06
2025-09-30	$1,384,143	11,185	+3.6%	Shares	Sole	2025-11-17
2025-06-30	$1,274,164	10,798	+2.9%	Shares	Sole	2025-08-13
2025-03-31	$1,280,441	10,498	+1.7%	Shares	Sole	2025-05-13
2024-12-31	$1,112,630	10,327	-0.0%	Shares	Sole	2025-02-13
2024-09-30	$1,191,279	10,332	+7.0%	Shares	Sole	2025-02-19
2024-06-30	$967,720	9,655	+3.8%	Shares	Sole	2024-07-31
2024-03-31	$899,306	9,299	+17.8%	Shares	Sole	2024-05-08
2023-12-31	$765,742	7,891	-3.2%	Shares	Sole	2024-02-14
2023-09-30	$719,672	8,154	+1.3%	Shares	Sole	2023-11-06
2023-06-30	$722,496	8,051	+0.6%	Shares	Sole	2023-08-07
2022-12-31	$824,537	8,006	+0.9%	Shares	Sole	2023-02-07
2022-09-30	$738,113	7,935	+13.8%	Shares	Sole	2022-11-10
2022-06-30	$747,575	6,973	+0.2%	Shares	Sole	2022-08-05
2022-03-31	$777,041	6,959	+5.4%	Shares	Sole	2022-05-13
2021-12-31	$692,549	6,602	-1.2%	Shares	Sole	2022-02-11
2021-09-30	$651,803	6,679	-0.8%	Shares	Sole	2021-11-12
2021-06-30	$664,484	6,731	+2.1%	Shares	Sole	2021-08-13
2021-03-31	$636,518	6,594	+35.2%	Shares	Sole	2021-05-11
2020-12-31	$446,538	4,877	+4.3%	Shares	Sole	2021-02-10
2020-09-30	$413,929	4,674	+0.2%	Shares	Sole	2020-11-13
2020-06-30	$372,606	4,664	-4.5%	Shares	Sole	2020-08-13
2020-03-31	$395,179	4,886	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.