Oak Harvest Investment Services

Position in DUK — Duke Energy CORP

CIK 1839430 HOUSTON, TX

Position in DUK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$12,356,739

-$340,512 QoQ

Shares Held

97,620

+0.7% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.62%

of 13F equity value

Holder Rank

#297

of 2,446 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Oak Harvest Investment Services holds $12,356,739 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DUK	Duke Energy CORP This page	97,620	$12,356,739

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,356,739	97,620	+0.7%	Shares	Sole	2026-07-27
2026-03-31	$12,697,251	96,970	+3.9%	Shares	Sole	2026-04-23
2025-12-31	$10,939,443	93,332	-12.8%	Shares	Sole	2026-01-27
2025-09-30	$13,247,808	107,053	+3.6%	Shares	Sole	2025-10-17
2025-06-30	$12,196,244	103,358	+70.5%	Shares	Sole	2025-08-08
2025-03-31	$7,394,675	60,627	+0.5%	Shares	Sole	2025-05-14
2024-12-31	$6,501,678	60,346	-47.2%	Shares	Sole	2025-01-23
2024-09-30	$13,182,825	114,335	+24.9%	Shares	Sole	2024-10-25
2024-06-30	$9,174,753	91,537	+3.1%	Shares	Sole	2024-10-24
2024-03-31	$8,589,008	88,812	+25.4%	Shares	Sole	2024-10-24
2023-12-31	$6,872,081	70,817	+3.0%	Shares	Sole	2024-01-12
2023-09-30	$6,070,081	68,775	+10.6%	Shares	Sole	2023-10-25
2023-06-30	$5,578,148	62,159	+22.0%	Shares	Sole	2023-07-17
2023-03-31	$4,916,593	50,965	+2600.8%	Shares	Sole	2023-04-20
2022-06-30	$202,305	1,887	+1.6%	Shares	Sole	2022-07-18
2022-03-31	$207,464	1,858	-23.9%	Shares	Sole	2022-05-04
2021-12-31	$256,060	2,441	-7.2%	Shares	Sole	2022-01-21
2021-09-30	$256,759	2,631	+6.4%	Shares	Sole	2021-10-08
2021-06-30	$244,035	2,472	-11.1%	Shares	Sole	2021-07-13
2020-12-31	$254,719	2,782	—	Shares	Sole	2021-01-15
No filing history on record for this holder in this stock.