Lantz Financial LLC

Position in DUK — Duke Energy CORP

CIK 1766883 NAPERVILLE, IL

Position in DUK

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$942,008

+$5,264 QoQ

Shares Held

7,442

+4.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,130

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

Lantz Financial LLC holds $13,145,695 across 10 Utilities - Regulated Electric names. DUK ranks #5 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	33,998	$3,253,948
2	WEC	Wec Energy Group, Inc.	26,829	$3,132,822
3	ETR	Entergy Corp /De/	20,920	$2,402,871
4	NEE	Nextera Energy Inc	14,724	$1,292,325
5	DUK	Duke Energy CORP This page	7,442	$942,008
6	NGG	National Grid PLC	6,896	$571,471
7	FE	Firstenergy Corp	11,132	$529,215
8	EXC	Exelon Corp	10,057	$468,857

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$942,008	7,442	+4.0%	Shares	Sole	2026-07-09
2026-03-31	$936,744	7,154	+2.7%	Shares	Sole	2026-04-09
2025-12-31	$816,836	6,969	+2.2%	Shares	Sole	2026-01-14
2025-09-30	$843,851	6,819	+12.9%	Shares	Sole	2025-11-06
2025-06-30	$712,720	6,040	+0.9%	Shares	Sole	2025-07-11
2025-03-31	$730,356	5,988	-0.4%	Shares	Sole	2025-04-08
2024-12-31	$647,625	6,011	+1.8%	Shares	Sole	2025-01-21
2024-09-30	$680,846	5,905	-18.1%	Shares	Sole	2024-10-15
2024-06-30	$722,658	7,210	-1.5%	Shares	Sole	2024-08-07
2024-03-31	$708,110	7,322	+1.3%	Shares	Sole	2024-04-10
2023-12-31	$701,114	7,225	+19.9%	Shares	Sole	2024-01-12
2023-09-30	$531,678	6,024	+0.5%	Shares	Sole	2023-10-20
2023-06-30	$537,811	5,993	+7.1%	Shares	Sole	2023-07-12
2023-03-31	$539,942	5,597	+2.4%	Shares	Sole	2023-04-10
2022-12-31	$563,046	5,467	+12.2%	Shares	Sole	2023-01-23
2022-09-30	$453,193	4,872	+1.0%	Shares	Sole	2022-10-17
2022-06-30	$517,073	4,823	+3.0%	Shares	Sole	2022-07-29
2022-03-31	$522,680	4,681	+5.7%	Shares	Sole	2022-05-05
2021-12-31	$464,497	4,428	+6.0%	Shares	Sole	2022-01-19
2021-09-30	$407,535	4,176	+2.6%	Shares	Sole	2021-10-14
2021-06-30	$401,790	4,070	+7.8%	Shares	Sole	2021-07-16
2021-03-31	$364,400	3,775	+10.9%	Shares	Sole	2021-04-19
2020-12-31	$311,670	3,404	+4.2%	Shares	Sole	2021-01-19
2020-09-30	$289,325	3,267	-0.3%	Shares	Sole	2020-10-09
2020-06-30	$261,799	3,277	+0.3%	Shares	Sole	2020-07-22
2020-03-31	$264,234	3,267	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.