KMG FIDUCIARY PARTNERS, LLC

Position in DUK — Duke Energy CORP

CIK 1773205 TOLEDO, OH

Position in DUK

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

Position Value

$6,345,328

-$1,789,188 QoQ

Shares Held

50,129

-19.3% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#438

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

KMG FIDUCIARY PARTNERS, LLC holds $6,809,166 across 3 Utilities - Regulated Electric names. DUK ranks #1 (93.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	50,129	$6,345,328
2	LNT	Alliant Energy Corp	3,340	$254,808
3	SO	Southern Co	2,184	$209,030

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,345,328	50,129	-19.3%	Shares	Sole	2026-07-09
2026-03-31	$8,134,516	62,124	+0.1%	Shares	Sole	2026-04-13
2025-12-31	$7,273,700	62,057	+2.8%	Shares	Sole	2026-01-14
2025-09-30	$7,469,797	60,362	+10.2%	Shares	Sole	2025-10-10
2025-06-30	$6,463,686	54,777	-0.1%	Shares	Sole	2025-07-10
2025-03-31	$6,685,419	54,812	+5.2%	Shares	Sole	2025-04-14
2024-12-31	$5,612,930	52,097	+5.5%	Shares	Sole	2025-01-15
2024-09-30	$5,694,897	49,392	-14.4%	Shares	Sole	2024-10-17
2024-06-30	$5,783,571	57,703	+3.9%	Shares	Sole	2024-07-18
2024-03-31	$5,373,497	55,563	+1.9%	Shares	Sole	2024-04-10
2023-12-31	$5,291,008	54,524	-2.8%	Shares	Sole	2024-01-10
2023-09-30	$4,952,092	56,108	-0.9%	Shares	Sole	2023-10-25
2023-06-30	$5,082,694	56,638	+24.1%	Shares	Sole	2023-07-14
2023-03-31	$4,402,794	45,639	+6.5%	Shares	Sole	2023-04-13
2022-12-31	$4,413,327	42,852	+12.3%	Shares	Sole	2023-01-12
2022-09-30	$3,549,085	38,154	+45.8%	Shares	Sole	2022-10-27
2022-06-30	$2,804,828	26,162	+12.4%	Shares	Sole	2022-07-13
2022-03-31	$2,598,328	23,270	+23.3%	Shares	Sole	2022-04-19
2021-12-31	$1,980,197	18,877	-0.2%	Shares	Sole	2022-01-12
2021-09-30	$1,845,817	18,914	-3.1%	Shares	Sole	2021-10-12
2021-06-30	$1,926,520	19,515	+4.8%	Shares	Sole	2021-07-20
2021-03-31	$1,797,871	18,625	+9.5%	Shares	Sole	2021-04-08
2020-12-31	$1,557,069	17,006	+6.9%	Shares	Sole	2021-01-13
2020-09-30	$1,408,458	15,904	-2.1%	Shares	Sole	2020-10-13
2020-06-30	$1,298,292	16,251	-1.7%	Shares	Sole	2020-07-22
2020-03-31	$1,336,865	16,529	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.