Nikulski Financial, Inc.

Position in DUK — Duke Energy CORP

CIK 1729847 BETTENDORF, IA

Position in DUK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$555,812

-$22,419 QoQ

Shares Held

4,391

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,410

of 2,446 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Nikulski Financial, Inc. holds $2,166,640 across 4 Utilities - Regulated Electric names. DUK ranks #3 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	8,494	$812,960
2	LNT	Alliant Energy Corp	7,819	$596,511
3	DUK	Duke Energy CORP This page	4,391	$555,812
4	PEG	Public Service Enterprise Group Inc	2,481	$201,357

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$555,812	4,391	-0.6%	Shares	Sole	2026-07-28
2026-03-31	$578,231	4,416	+7.6%	Shares	Sole	2026-05-15
2025-12-31	$481,029	4,104	—	Shares	Sole	2026-01-15
No filing history on record for this holder in this stock.