XML Financial, LLC

Position in DUK — Duke Energy CORP

CIK 1800465 BETHESDA, MD

Position in DUK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$633,153

-$51,925 QoQ

Shares Held

5,002

-4.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,335

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

XML Financial, LLC holds $6,759,077 across 7 Utilities - Regulated Electric names. DUK ranks #4 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	38,517	$2,630,325
2	NEE	Nextera Energy Inc	14,964	$1,313,390
3	SO	Southern Co	13,443	$1,286,629
4	DUK	Duke Energy CORP This page	5,002	$633,153
5	AEP	American Electric Power Co Inc	2,500	$342,025
6	DTE	Dte Energy Co	2,000	$304,740
7	PPL	PPL Corp	6,845	$248,815

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$633,153	5,002	-4.4%	Shares	Sole	2026-07-24
2026-03-31	$685,078	5,232	-0.5%	Shares	Sole	2026-04-16
2025-12-31	$616,524	5,260	-5.7%	Shares	Sole	2026-02-11
2025-09-30	$690,030	5,576	0.0%	Shares	Sole	2025-10-20
2025-06-30	$657,968	5,576	+17.9%	Shares	Sole	2025-07-17
2025-03-31	$577,040	4,731	-2.9%	Shares	Sole	2025-04-22
2024-12-31	$524,693	4,870	-1.9%	Shares	Sole	2025-01-17
2024-09-30	$572,349	4,964	-3.8%	Shares	Sole	2024-11-01
2024-06-30	$517,387	5,162	-18.5%	Shares	Sole	2024-07-22
2024-03-31	$612,464	6,333	-2.2%	Shares	Sole	2024-05-15
2023-12-31	$628,334	6,475	+2.2%	Shares	Sole	2024-02-14
2023-09-30	$559,215	6,336	+0.3%	Shares	Sole	2023-11-06
2023-06-30	$567,067	6,319	+0.1%	Shares	Sole	2023-08-07
2023-03-31	$609,015	6,313	+6.2%	Shares	Sole	2023-05-15
2022-12-31	$611,966	5,942	+0.3%	Shares	Sole	2023-02-10
2022-09-30	$551,329	5,927	+170.4%	Shares	Sole	2022-11-04
2022-06-30	$235,004	2,192	-63.5%	Shares	Sole	2022-08-01
2022-03-31	$670,183	6,002	+2.3%	Shares	Sole	2022-05-02
2021-12-31	$615,658	5,869	+4.4%	Shares	Sole	2022-02-01
2021-09-30	$548,748	5,623	+137.5%	Shares	Sole	2021-11-01
2021-06-30	$233,768	2,368	-27.1%	Shares	Sole	2021-08-10
2021-03-31	$313,722	3,250	+0.4%	Shares	Sole	2021-05-14
2020-12-31	$296,288	3,236	+0.4%	Shares	Sole	2021-02-08
2020-09-30	$285,340	3,222	-3.2%	Shares	Sole	2020-11-13
2020-06-30	$265,873	3,328	+0.4%	Shares	Sole	2020-07-31
2020-03-31	$268,036	3,314	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.