STABLEFORD CAPITAL II LLC

Position in DUK — Duke Energy CORP

CIK 1842089 SCOTTSDALE, AZ

Position in DUK

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$1,158,080

+$34,746 QoQ

Shares Held

9,149

+6.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#1,049

of 2,446 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Utilities · as of Jun 30, 2026

STABLEFORD CAPITAL II LLC holds $4,218,533 across 4 Utilities - Regulated Electric names. DUK ranks #2 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	12,267	$1,174,074
2	DUK	Duke Energy CORP This page	9,149	$1,158,080
3	NEE	Nextera Energy Inc	11,041	$969,068
4	AEP	American Electric Power Co Inc	6,705	$917,311

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,158,080	9,149	+6.6%	Shares	Sole	2026-07-06
2026-03-31	$1,123,334	8,579	-7.5%	Shares	Sole	2026-04-06
2025-12-31	$1,087,474	9,278	+1.3%	Shares	Sole	2026-01-13
2025-09-30	$1,133,673	9,161	+0.5%	Shares	Sole	2025-10-14
2025-06-30	$1,076,042	9,119	+1.5%	Shares	Sole	2025-07-29
2025-03-31	$1,096,144	8,987	-5.3%	Shares	Sole	2025-04-21
2024-12-31	$1,022,560	9,491	-1.6%	Shares	Sole	2025-01-24
2024-09-30	$1,112,068	9,645	-10.0%	Shares	Sole	2024-10-15
2024-06-30	$1,074,465	10,720	-0.2%	Shares	Sole	2024-07-23
2024-03-31	$1,038,762	10,741	+6.6%	Shares	Sole	2024-04-10
2023-12-31	$978,066	10,079	-4.2%	Shares	Sole	2024-01-12
2023-09-30	$928,406	10,519	-0.4%	Shares	Sole	2023-10-30
2023-06-30	$947,564	10,559	+20.2%	Shares	Sole	2023-08-11
2022-12-31	$904,355	8,781	-2.8%	Shares	Sole	2023-01-10
2022-09-30	$840,342	9,034	+6.6%	Shares	Sole	2022-10-25
2022-06-30	$908,926	8,478	-4.7%	Shares	Sole	2022-10-25
2022-03-31	$993,215	8,895	-10.5%	Shares	Sole	2022-04-11
2021-12-31	$1,043,020	9,943	+18.7%	Shares	Sole	2022-01-28
2021-09-30	$817,218	8,374	-2.5%	Shares	Sole	2021-10-18
2021-06-30	$847,906	8,589	+2.7%	Shares	Sole	2021-08-06
2021-03-31	$807,087	8,361	-1.7%	Shares	Sole	2021-05-03
2020-12-31	$778,534	8,503	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.