Larson Financial Group LLC

Position in DUK — Duke Energy CORP

CIK 1731061 ST LOUIS, MO

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,355,038

+$112,418 QoQ

Shares Held

10,705

+12.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#979

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Larson Financial Group LLC holds $27,783,276 across 37 Utilities - Regulated Electric names. DUK ranks #8 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	67,467	$5,417,600
2	DTE	Dte Energy Co	22,158	$3,376,214
3	FE	Firstenergy Corp	67,228	$3,196,019
4	AEP	American Electric Power Co Inc	19,455	$2,661,638
5	EIX	Edison International	31,538	$2,348,004
6	NEE	Nextera Energy Inc	23,051	$2,023,186
7	SO	Southern Co	19,041	$1,822,414
8	DUK	Duke Energy CORP This page	10,705	$1,355,038

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,355,038	10,705	+12.8%	Shares	Sole	2026-08-14
2026-03-31	$1,242,620	9,490	+22.4%	Shares	Sole	2026-05-15
2025-12-31	$908,611	7,752	+0.1%	Shares	Sole	2026-02-06
2025-09-30	$958,320	7,744	+18.0%	Shares	Sole	2025-11-14
2025-06-30	$774,670	6,565	+41.5%	Shares	Sole	2025-08-08
2025-03-31	$565,940	4,640	-4.4%	Shares	Sole	2025-05-02
2024-12-31	$523,185	4,856	+56.1%	Shares	Sole	2025-02-07
2024-09-30	$358,583	3,110	+32.7%	Shares	Sole	2024-11-12
2024-06-30	$234,939	2,344	+14.0%	Shares	Sole	2024-08-02
2024-03-31	$198,835	2,056	-7.7%	Shares	Sole	2024-05-03
2023-12-31	$216,108	2,227	+0.1%	Shares	Sole	2024-02-01
2023-09-30	$196,290	2,224	+42.0%	Shares	Sole	2023-11-03
2023-06-30	$140,532	1,566	0.0%	Shares	Sole	2023-08-03
2023-03-31	$151,072	1,566	+48.0%	Shares	Sole	2023-05-04
2022-12-31	$108,963	1,058	0.0%	Shares	Sole	2023-02-03
2022-09-30	$98,415	1,058	+35.3%	Shares	Sole	2022-11-03
2022-06-30	$83,838	782	-11.3%	Shares	Sole	2022-08-04
2022-03-31	$98,484	882	0.0%	Shares	Sole	2022-05-05
2021-12-31	$92,521	882	-35.2%	Shares	Sole	2022-02-03
2021-09-30	$132,917	1,362	+92.6%	Shares	Sole	2021-11-04
2021-06-30	$69,795	707	-1.3%	Shares	Sole	2021-08-10
2021-03-31	$69,115	716	+36.1%	Shares	Sole	2021-05-06
2020-12-31	$48,160	526	+0.4%	Shares	Sole	2021-01-14
2020-09-30	$46,405	524	-51.3%	Shares	Sole	2020-10-08
2020-06-30	$85,961	1,076	+14.0%	Shares	Sole	2020-07-10
2020-03-31	$76,350	944	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.