Bull Street Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1790837 SAVANNAH, GA

Position in DUK

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

Position Value

$2,069,329

+$157,867 QoQ

Shares Held

16,348

+12.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#804

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

Bull Street Advisors, LLC holds $4,245,810 across 3 Utilities - Regulated Electric names. DUK ranks #1 (48.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	16,348	$2,069,329
2	D	Dominion Energy, Inc	28,263	$1,930,080
3	PEG	Public Service Enterprise Group Inc	3,036	$246,401

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,069,329	16,348	+12.0%	Shares	Sole	2026-07-28
2026-03-31	$1,911,462	14,598	-0.5%	Shares	Sole	2026-04-24
2025-12-31	$1,719,822	14,673	0.0%	Shares	Sole	2026-01-28
2025-09-30	$1,815,783	14,673	-1.0%	Shares	Sole	2025-10-28
2025-06-30	$1,749,114	14,823	0.0%	Shares	Sole	2025-07-25
2025-03-31	$1,807,961	14,823	-0.8%	Shares	Sole	2025-04-24
2024-12-31	$1,609,420	14,938	-0.9%	Shares	Sole	2025-01-30
2024-09-30	$1,738,493	15,078	-1.1%	Shares	Sole	2024-11-04
2024-06-30	$1,527,304	15,238	-0.2%	Shares	Sole	2024-07-26
2024-03-31	$1,476,084	15,263	-0.8%	Shares	Sole	2024-04-29
2023-12-31	$1,493,251	15,388	0.0%	Shares	Sole	2024-01-29
2023-09-30	$1,358,144	15,388	+3.2%	Shares	Sole	2023-10-30
2023-06-30	$1,337,843	14,908	0.0%	Shares	Sole	2023-07-28
2023-03-31	$1,438,174	14,908	+1.0%	Shares	Sole	2023-04-26
2022-12-31	$1,519,926	14,758	+0.2%	Shares	Sole	2023-02-28
2022-09-30	$1,369,998	14,728	0.0%	Shares	Sole	2022-11-08
2022-06-30	$1,578,988	14,728	0.0%	Shares	Sole	2022-08-03
2022-03-31	$1,644,528	14,728	+1.1%	Shares	Sole	2022-05-10
2021-12-31	$1,528,707	14,573	-2.2%	Shares	Sole	2022-02-03
2021-09-30	$1,454,871	14,908	+1.7%	Shares	Sole	2021-11-05
2021-06-30	$1,447,037	14,658	0.0%	Shares	Sole	2021-07-29
2021-03-31	$1,414,936	14,658	-1.1%	Shares	Sole	2021-05-11
2020-12-31	$1,356,736	14,818	+0.5%	Shares	Sole	2021-01-28
2020-09-30	$1,305,905	14,746	0.0%	Shares	Sole	2020-11-06
2020-06-30	$1,178,057	14,746	+9.1%	Shares	Sole	2020-08-06
2020-03-31	$1,093,012	13,514	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.