Greystone Financial Group, LLC

Position in DUK — Duke Energy CORP

CIK 1845302 BLOOMFIELD HILLS, MI

Position in DUK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$7,504,928

-$527,848 QoQ

Shares Held

59,290

-3.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

3.03%

of 13F equity value

Holder Rank

#384

of 2,446 holders

Holding Since

Mar 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Greystone Financial Group, LLC holds $7,504,928 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	59,290	$7,504,928

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,504,928	59,290	-3.4%	Shares	Sole	2026-07-28
2026-03-31	$8,032,776	61,347	-39.0%	Shares	Sole	2026-04-24
2025-12-31	$11,789,567	100,585	+7.3%	Shares	Sole	2026-01-27
2025-09-30	$11,603,542	93,766	+12.7%	Shares	Sole	2025-10-22
2025-06-30	$9,815,948	83,186	+27.0%	Shares	Sole	2025-08-07
2023-12-31	$6,354,858	65,487	-8.9%	Shares	Sole	2024-02-14
2023-09-30	$6,344,570	71,885	-4.5%	Shares	Sole	2023-11-01
2023-06-30	$6,754,191	75,264	+2.3%	Shares	Sole	2023-07-18
2023-03-31	$7,099,420	73,592	+3.5%	Shares	Sole	2023-04-25
2022-12-31	$7,323,824	71,112	+1.1%	Shares	Sole	2023-01-23
2022-09-30	$6,541,166	70,320	-6.2%	Shares	Sole	2022-10-25
2022-06-30	$8,034,210	74,939	-1.5%	Shares	Sole	2022-08-03
2022-03-31	$8,491,519	76,048	+3.4%	Shares	Sole	2022-05-02
2021-12-31	$7,713,506	73,532	+30.7%	Shares	Sole	2022-02-01
2021-09-30	$5,491,974	56,276	-20.4%	Shares	Sole	2021-11-03
2021-06-30	$6,978,812	70,693	+0.5%	Shares	Sole	2021-08-13
2021-03-31	$6,786,927	70,309	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.