Cassia Capital Partners, LLC

Position in DUK — Duke Energy CORP

CIK 1844897 WINSTON SALEM, NC

Position in DUK

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

Position Value

$1,627,312

-$56,838 QoQ

Shares Held

12,856

-0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.08%

of 13F equity value

Holder Rank

#895

of 2,446 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Cassia Capital Partners, LLC holds $1,627,312 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	12,856	$1,627,312

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,627,312	12,856	-0.0%	Shares	Sole	2026-07-30
2026-03-31	$1,684,150	12,862	+16.4%	Shares	Sole	2026-04-24
2025-12-31	$1,294,818	11,047	-0.9%	Shares	Sole	2026-01-16
2025-09-30	$1,379,441	11,147	+13.5%	Shares	Sole	2025-10-28
2025-06-30	$1,158,878	9,821	-2.3%	Shares	Sole	2025-07-15
2025-03-31	$1,225,798	10,050	+5.4%	Shares	Sole	2025-04-22
2024-12-31	$1,027,408	9,536	+30.9%	Shares	Sole	2025-01-27
2024-09-30	$839,729	7,283	-6.8%	Shares	Sole	2024-10-21
2024-06-30	$783,598	7,818	-8.2%	Shares	Sole	2024-07-22
2024-03-31	$823,582	8,516	+23.8%	Shares	Sole	2024-04-22
2023-12-31	$667,635	6,880	-4.0%	Shares	Sole	2024-01-29
2023-09-30	$632,471	7,166	+2.0%	Shares	Sole	2023-10-16
2023-06-30	$630,692	7,028	+20.0%	Shares	Sole	2023-07-20
2023-03-31	$564,928	5,856	-1.3%	Shares	Sole	2023-04-21
2022-12-31	$611,245	5,935	+178.4%	Shares	Sole	2023-01-25
2022-06-30	$228,571	2,132	+0.1%	Shares	Sole	2022-08-11
2022-03-31	$237,724	2,129	-12.5%	Shares	Sole	2022-05-11
2020-12-31	$222,673	2,432	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.