Sandbox Financial Partners, LLC

Position in DUK — Duke Energy CORP

CIK 1844892 BETHESDA, MD

Position in DUK

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$402,509

-$7,139 QoQ

Shares Held

3,074

-12.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Sandbox Financial Partners, LLC holds $2,442,200 across 4 Utilities - Regulated Electric names. DUK ranks #3 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	15,276	$1,418,834
2	AEP	American Electric Power Co Inc	3,091	$405,168
3	DUK	Duke Energy CORP This page	3,074	$402,509
4	D	Dominion Energy, Inc	3,489	$215,689

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$402,509	3,074	-12.0%	Shares	Sole	2026-04-08
2025-12-31	$409,648	3,495	-0.8%	Shares	Sole	2026-01-07
2025-09-30	$435,971	3,523	+1.5%	Shares	Sole	2025-10-17
2025-06-30	$409,696	3,472	+0.7%	Shares	Sole	2025-07-09
2025-03-31	$420,430	3,447	+0.3%	Shares	Sole	2025-04-11
2024-12-31	$370,410	3,438	-0.4%	Shares	Sole	2025-01-15
2024-09-30	$398,015	3,452	+0.1%	Shares	Sole	2024-10-07
2024-06-30	$345,492	3,447	+1.6%	Shares	Sole	2024-07-15
2024-03-31	$328,233	3,394	+1.3%	Shares	Sole	2024-04-15
2023-12-31	$325,084	3,350	-1.9%	Shares	Sole	2024-01-18
2023-09-30	$301,407	3,415	+0.4%	Shares	Sole	2023-10-10
2023-06-30	$305,116	3,400	-40.1%	Shares	Sole	2023-07-14
2023-03-31	$547,370	5,674	+0.2%	Shares	Sole	2023-04-21
2022-12-31	$582,923	5,660	-7.9%	Shares	Sole	2023-01-25
2022-09-30	$571,886	6,148	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$658,376	6,141	+0.2%	Shares	Sole	2022-08-11
2022-03-31	$684,364	6,129	-5.0%	Shares	Sole	2022-04-13
2021-12-31	$676,919	6,453	+2.3%	Shares	Sole	2022-02-11
2021-09-30	$615,890	6,311	+7.7%	Shares	Sole	2021-11-12
2021-06-30	$578,597	5,861	+0.1%	Shares	Sole	2021-08-16
2021-03-31	$564,990	5,853	+1.2%	Shares	Sole	2021-05-07
2020-12-31	$529,308	5,781	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.