Castleview Partners, LLC

Position in DUK — Duke Energy CORP

CIK 1737088 DALLAS, TX

Position in DUK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$614,166

+$115,547 QoQ

Shares Held

4,852

+27.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,351

of 2,446 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Castleview Partners, LLC holds $1,015,486 across 2 Utilities - Regulated Electric names. DUK ranks #1 (60.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DUK	Duke Energy CORP This page	4,852	$614,166
2	ETR	Entergy Corp /De/	3,494	$401,320

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$614,166	4,852	+27.4%	Shares	Sole	2026-07-20
2026-03-31	$498,619	3,808	+18.1%	Shares	Sole	2026-05-01
2025-12-31	$378,002	3,225	+27.4%	Shares	Sole	2026-01-12
2025-09-30	$313,335	2,532	+11.8%	Shares	Sole	2025-10-10
2025-06-30	$267,152	2,264	+12.3%	Shares	Sole	2025-07-16
2025-03-31	$245,891	2,016	-6.4%	Shares	Sole	2025-04-22
2024-12-31	$232,071	2,154	+10.8%	Shares	Sole	2025-01-21
2024-09-30	$224,143	1,944	+4.9%	Shares	Sole	2024-10-21
2024-06-30	$185,826	1,854	+5.2%	Shares	Sole	2024-07-31
2024-03-31	$170,499	1,763	+35.2%	Shares	Sole	2024-05-10
2023-12-31	$126,540	1,304	+6.5%	Shares	Sole	2024-02-05
2023-09-30	$108,030	1,224	-0.2%	Shares	Sole	2023-10-26
2023-06-30	$110,110	1,227	-40.0%	Shares	Sole	2023-08-15
2023-03-31	$197,281	2,045	+3.9%	Shares	Sole	2023-05-16
2022-12-31	$202,787	1,969	+7.2%	Shares	Sole	2023-02-01
2022-09-30	$170,877	1,837	+31.2%	Shares	Sole	2022-11-10
2022-06-30	$150,094	1,400	-36.9%	Shares	Sole	2022-08-17
2022-03-31	$247,773	2,219	-99.0%	Shares	Sole	2022-05-16
2021-12-31	$2,099,000	220,185	+16295.0%	Shares	Sole	2022-02-17
2021-06-30	$132,580	1,343	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.