Frisch Financial Group, Inc.

Position in DUK — Duke Energy CORP

CIK 1767730 MELVILLE, NY

Position in DUK

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

Position Value

$325,943

+$70,741 QoQ

Shares Held

2,575

+32.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,768

of 2,440 holders

Holding Since

Dec 2020

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Frisch Financial Group, Inc. holds $2,851,079 across 5 Utilities - Regulated Electric names. DUK ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	13,105	$1,449,806
2	NEE	Nextera Energy Inc	7,463	$655,027
3	DUK	Duke Energy CORP This page	2,575	$325,943
4	EXC	Exelon Corp	4,531	$211,235
5	PEG	Public Service Enterprise Group Inc	2,576	$209,068

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$325,943	2,575	+32.1%	Shares	Sole	2026-08-14
2026-03-31	$255,202	1,949	+15.7%	Shares	Sole	2026-05-05
2025-09-30	$208,395	1,684	-10.0%	Shares	Sole	2025-11-10
2025-03-31	$228,327	1,872	-20.5%	Shares	Sole	2025-05-14
2022-12-31	$242,541	2,355	+1.6%	Shares	Sole	2023-02-13
2021-03-31	$223,853	2,319	+0.4%	Shares	Sole	2021-05-13
2020-12-31	$211,412	2,309	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.