Black Diamond Financial, LLC

Position in DUK — Duke Energy CORP

CIK 1759236 TOWSON, MD

Position in DUK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$223,793

-$7,839 QoQ

Shares Held

1,768

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,019

of 2,446 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Black Diamond Financial, LLC holds $1,700,607 across 5 Utilities - Regulated Electric names. DUK ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	15,146	$706,106
2	EVRG	Evergy, Inc.	4,129	$356,869
3	DUK	Duke Energy CORP This page	1,768	$223,793
4	AEE	Ameren Corp	1,833	$207,202
5	SO	Southern Co	2,159	$206,637

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,793	1,768	-0.1%	Shares	Sole	2026-08-04
2026-03-31	$231,632	1,769	+0.4%	Shares	Sole	2026-05-05
2025-12-31	$206,524	1,762	-9.7%	Shares	Sole	2026-02-03
2024-12-31	$210,200	1,951	+3.5%	Shares	Sole	2025-02-04
2024-09-30	$217,340	1,885	-15.5%	Shares	Sole	2024-11-06
2023-06-30	$200,120	2,230	0.0%	Shares	Sole	2023-08-02
2023-03-31	$215,128	2,230	0.0%	Shares	Sole	2023-05-11
2022-12-31	$229,667	2,230	0.0%	Shares	Sole	2023-02-06
2022-09-30	$207,434	2,230	0.0%	Shares	Sole	2022-11-09
2022-06-30	$239,078	2,230	-11.0%	Shares	Sole	2022-07-27
2022-03-31	$279,708	2,505	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.