Clear Creek Financial Management, LLC

Position in DUK — Duke Energy CORP

CIK 1784235 SILVERDALE, WA

Position in DUK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$455,181

-$752 QoQ

Shares Held

3,596

+3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,538

of 2,446 holders

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Clear Creek Financial Management, LLC holds $5,821,774 across 5 Utilities - Regulated Electric names. DUK ranks #4 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	24,116	$2,116,661
2	IDA	Idacorp Inc	13,722	$2,076,138
3	SO	Southern Co	8,276	$792,095
4	DUK	Duke Energy CORP This page	3,596	$455,181
5	AEP	American Electric Power Co Inc	2,790	$381,699

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$455,181	3,596	+3.3%	Shares	Sole	2026-07-28
2026-03-31	$455,933	3,482	-1.1%	Shares	Sole	2026-04-23
2025-12-31	$412,461	3,519	+18.2%	Shares	Sole	2026-01-23
2025-09-30	$368,527	2,978	+26.9%	Shares	Sole	2025-11-10
2025-06-30	$276,828	2,346	-3.9%	Shares	Sole	2025-07-23
2025-03-31	$297,728	2,441	+3.7%	Shares	Sole	2025-04-28
2024-12-31	$253,727	2,355	-2.5%	Shares	Sole	2025-01-24
2024-09-30	$278,564	2,416	+4.0%	Shares	Sole	2024-10-29
2024-06-30	$232,834	2,323	+1.8%	Shares	Sole	2024-07-25
2024-03-31	$220,692	2,282	+2.0%	Shares	Sole	2024-04-26
2023-12-31	$217,175	2,238	-9.2%	Shares	Sole	2024-01-24
2023-09-30	$217,472	2,464	+0.7%	Shares	Sole	2023-10-24
2023-06-30	$219,504	2,446	+0.7%	Shares	Sole	2023-07-17
2023-03-31	$234,422	2,430	+9.8%	Shares	Sole	2023-04-20
2022-09-30	$205,946	2,214	-1.3%	Shares	Sole	2022-10-24
2022-06-30	$240,579	2,244	—	Shares	Sole	2022-07-27
No filing history on record for this holder in this stock.