Marshall Financial Group, LLC

Position in DUK — Duke Energy CORP

CIK 1841496 Hunt Valley, MD

Position in DUK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$535,939

-$101,607 QoQ

Shares Held

4,234

-13.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,429

of 2,446 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Marshall Financial Group, LLC holds $8,894,311 across 6 Utilities - Regulated Electric names. DUK ranks #5 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	30,873	$3,415,479
2	SO	Southern Co	34,327	$3,285,437
3	NEE	Nextera Energy Inc	7,434	$652,482
4	PNW	Pinnacle West Capital Corp	5,996	$641,572
5	DUK	Duke Energy CORP This page	4,234	$535,939
6	EXC	Exelon Corp	7,795	$363,402

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$535,939	4,234	-13.0%	Shares	Sole	2026-07-20
2026-03-31	$637,546	4,869	-19.2%	Shares	Sole	2026-04-13
2025-12-31	$706,190	6,025	-8.4%	Shares	Sole	2026-01-09
2025-09-30	$814,151	6,579	-8.0%	Shares	Sole	2025-10-08
2025-06-30	$844,172	7,154	-5.2%	Shares	Sole	2025-07-10
2025-03-31	$920,019	7,543	-5.6%	Shares	Sole	2025-04-16
2024-12-31	$861,058	7,992	-5.8%	Shares	Sole	2025-01-21
2024-09-30	$978,089	8,483	+158.9%	Shares	Sole	2024-10-16
2024-06-30	$328,453	3,277	-86.9%	Shares	Sole	2024-07-19
2024-03-31	$2,411,560	24,936	+4.3%	Shares	Sole	2024-04-19
2023-12-31	$2,319,061	23,898	+8.4%	Shares	Sole	2024-01-10
2023-09-30	$1,945,338	22,041	-0.7%	Shares	Sole	2023-10-19
2023-06-30	$1,991,061	22,187	+4.4%	Shares	Sole	2023-07-17
2023-03-31	$2,049,408	21,244	+2.5%	Shares	Sole	2023-04-18
2022-12-31	$2,134,982	20,730	+11.7%	Shares	Sole	2023-02-01
2022-09-30	$1,726,265	18,558	+4.4%	Shares	Sole	2022-10-12
2022-06-30	$1,905,121	17,770	+29.6%	Shares	Sole	2022-07-25
2022-03-31	$1,531,081	13,712	+5.0%	Shares	Sole	2022-05-10
2021-12-31	$1,369,469	13,055	+257.7%	Shares	Sole	2022-01-27
2021-09-30	$356,203	3,650	+74.3%	Shares	Sole	2021-10-28
2021-06-30	$206,719	2,094	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.