Grandview Asset Management LLC

Position in DUK — Duke Energy CORP

CIK 1766791 HARRISBURG, PA

Position in DUK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,833,258

-$113,819 QoQ

Shares Held

14,483

-2.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#846

of 2,446 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Grandview Asset Management LLC holds $7,808,111 across 4 Utilities - Regulated Electric names. DUK ranks #2 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PPL	PPL Corp	147,727	$5,369,876
2	DUK	Duke Energy CORP This page	14,483	$1,833,258
3	SO	Southern Co	3,563	$341,014
4	ED	Consolidated Edison Inc	2,386	$263,963

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,833,258	14,483	-2.6%	Shares	Sole	2026-07-24
2026-03-31	$1,947,077	14,870	+0.4%	Shares	Sole	2026-05-07
2025-12-31	$1,736,231	14,813	+5.9%	Shares	Sole	2026-01-26
2025-09-30	$1,731,015	13,988	-1.7%	Shares	Sole	2025-10-22
2025-06-30	$1,678,786	14,227	+0.7%	Shares	Sole	2025-07-17
2025-03-31	$1,724,045	14,135	+0.6%	Shares	Sole	2025-04-21
2024-12-31	$1,513,639	14,049	+5.9%	Shares	Sole	2025-01-13
2024-09-30	$1,529,569	13,266	+0.8%	Shares	Sole	2024-10-04
2024-06-30	$1,318,926	13,159	-1.5%	Shares	Sole	2024-07-16
2024-03-31	$1,291,465	13,354	-1.8%	Shares	Sole	2024-04-10
2023-12-31	$1,319,355	13,596	-2.2%	Shares	Sole	2024-01-11
2023-09-30	$1,226,725	13,899	-7.5%	Shares	Sole	2023-10-27
2023-06-30	$1,349,151	15,034	+1.7%	Shares	Sole	2023-07-07
2023-03-31	$1,426,501	14,787	-7.7%	Shares	Sole	2023-04-13
2022-12-31	$1,650,002	16,021	-7.2%	Shares	Sole	2023-01-09
2022-09-30	$1,605,804	17,263	+0.6%	Shares	Sole	2022-10-11
2022-06-30	$1,838,865	17,152	-12.8%	Shares	Sole	2022-07-11
2022-03-31	$2,196,463	19,671	+9.5%	Shares	Sole	2022-04-26
2021-12-31	$1,884,213	17,962	+62.5%	Shares	Sole	2022-01-21
2021-09-30	$1,078,857	11,055	+54.9%	Shares	Sole	2021-11-10
2021-06-30	$704,762	7,139	+399.2%	Shares	Sole	2021-07-21
2021-03-31	$138,037	1,430	—	Shares	Sole	2021-05-06
No filing history on record for this holder in this stock.