Ballast, Inc.

Position in DUK — Duke Energy CORP

CIK 1730477 Lexington, KY

Position in DUK

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

Position Value

$2,450,335

+$362,104 QoQ

Shares Held

19,358

+21.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

#732

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Ballast, Inc. holds $5,427,496 across 4 Utilities - Regulated Electric names. DUK ranks #1 (45.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	19,358	$2,450,335
2	ED	Consolidated Edison Inc	20,525	$2,270,680
3	NEE	Nextera Energy Inc	5,498	$482,559
4	D	Dominion Energy, Inc	3,279	$223,922

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,450,335	19,358	+21.4%	Shares	Sole	2026-07-10
2026-03-31	$2,088,231	15,948	+1.0%	Shares	Sole	2026-05-15
2025-12-31	$1,850,745	15,790	+0.1%	Shares	Sole	2026-02-03
2025-09-30	$1,952,651	15,779	-0.4%	Shares	Sole	2025-11-07
2025-06-30	$1,870,182	15,849	+0.4%	Shares	Sole	2025-11-07
2025-03-31	$1,924,930	15,782	-0.4%	Shares	Sole	2025-05-12
2024-12-31	$1,706,493	15,839	+1.2%	Shares	Sole	2025-01-16
2024-09-30	$1,803,983	15,646	-0.7%	Shares	Sole	2024-10-16
2024-06-30	$1,579,424	15,758	+2.8%	Shares	Sole	2024-07-15
2024-03-31	$1,482,564	15,330	+2.9%	Shares	Sole	2024-05-06
2023-12-31	$1,445,313	14,894	-4.8%	Shares	Sole	2024-01-18
2023-09-30	$1,381,092	15,648	+6.9%	Shares	Sole	2023-10-18
2023-06-30	$1,313,255	14,634	+5.8%	Shares	Sole	2023-07-19
2023-03-31	$1,334,083	13,829	+3.5%	Shares	Sole	2023-04-19
2022-12-31	$1,376,152	13,362	+2.1%	Shares	Sole	2023-01-26
2022-09-30	$1,216,887	13,082	+0.9%	Shares	Sole	2022-10-18
2022-06-30	$1,389,977	12,965	-2.4%	Shares	Sole	2022-07-14
2022-03-31	$1,483,514	13,286	+6.4%	Shares	Sole	2022-04-18
2021-12-31	$1,309,991	12,488	+6.2%	Shares	Sole	2022-01-18
2021-09-30	$1,147,268	11,756	+1.9%	Shares	Sole	2021-11-12
2021-06-30	$1,139,228	11,540	+12.0%	Shares	Sole	2021-08-04
2021-03-31	$994,548	10,303	+8.9%	Shares	Sole	2021-05-05
2020-12-31	$866,066	9,459	-2.6%	Shares	Sole	2021-01-21
2020-09-30	$859,829	9,709	-3.3%	Shares	Sole	2020-10-14
2020-06-30	$802,255	10,042	+1.8%	Shares	Sole	2020-08-11
2020-03-31	$798,123	9,868	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.