Alhambra Investment Management LLC

Position in DUK — Duke Energy CORP

CIK 1802696 PALMETTO BAY, FL

Position in DUK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$217,591

-$65,108 QoQ

Shares Held

1,719

-20.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,040

of 2,446 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 30% Shared 0% None 70%

Utilities · as of Jun 30, 2026

Alhambra Investment Management LLC holds $2,495,304 across 4 Utilities - Regulated Electric names. DUK ranks #4 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	17,614	$1,545,980
2	AEP	American Electric Power Co Inc	2,986	$408,514
3	WEC	Wec Energy Group, Inc.	2,768	$323,219
4	DUK	Duke Energy CORP This page	1,719	$217,591

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,591	1,719	-20.4%	Shares	Sole	2026-07-16
2026-03-31	$282,699	2,159	-4.7%	Shares	Sole	2026-04-15
2025-12-31	$265,597	2,266	-1.9%	Shares	Sole	2026-01-15
2025-09-30	$285,986	2,311	+7.2%	Shares	Sole	2025-10-15
2025-06-30	$254,290	2,155	-5.0%	Shares	Sole	2025-07-15
2025-03-31	$276,627	2,268	+4.1%	Shares	Sole	2025-04-15
2024-12-31	$234,657	2,178	+11.3%	Shares	Sole	2025-01-15
2024-09-30	$225,642	1,957	—	Shares	Sole	2024-10-15
No filing history on record for this holder in this stock.