Colonial River Investments, LLC

Position in DUK — Duke Energy CORP

CIK 1845859 MIDLOTHIAN, VA

Position in DUK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$256,071

-$7,642 QoQ

Shares Held

2,023

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,925

of 2,446 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Colonial River Investments, LLC holds $3,381,779 across 5 Utilities - Regulated Electric names. DUK ranks #4 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	28,925	$1,975,288
2	NEE	Nextera Energy Inc	6,548	$574,717
3	PPL	PPL Corp	9,537	$346,669
4	DUK	Duke Energy CORP This page	2,023	$256,071
5	SO	Southern Co	2,393	$229,034

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,071	2,023	+0.4%	Shares	Sole	2026-07-24
2026-03-31	$263,713	2,014	-19.2%	Shares	Sole	2026-04-27
2025-12-31	$292,204	2,493	+4.8%	Shares	Sole	2026-02-04
2025-09-30	$294,401	2,379	+0.3%	Shares	Sole	2025-11-13
2025-06-30	$279,896	2,372	-1.3%	Shares	Sole	2025-07-15
2025-03-31	$293,215	2,404	-3.3%	Shares	Sole	2025-04-25
2024-12-31	$267,949	2,487	-5.9%	Shares	Sole	2025-02-04
2024-09-30	$304,737	2,643	-3.5%	Shares	Sole	2024-11-04
2024-06-30	$274,630	2,740	-34.1%	Shares	Sole	2024-07-22
2024-03-31	$402,023	4,157	-15.8%	Shares	Sole	2024-05-10
2023-12-31	$479,183	4,938	+22.2%	Shares	Sole	2024-01-23
2023-09-30	$356,658	4,041	-31.4%	Shares	Sole	2023-11-03
2023-06-30	$528,299	5,887	-5.2%	Shares	Sole	2023-08-08
2023-03-31	$599,271	6,212	+2.3%	Shares	Sole	2023-05-05
2022-12-31	$625,252	6,071	-2.4%	Shares	Sole	2023-02-10
2022-09-30	$578,491	6,219	+0.7%	Shares	Sole	2022-11-14
2022-06-30	$662,343	6,178	-3.9%	Shares	Sole	2022-08-15
2022-03-31	$717,862	6,429	-6.1%	Shares	Sole	2022-04-15
2021-12-31	$718,460	6,849	+25.0%	Shares	Sole	2022-02-15
2021-06-30	$540,886	5,479	-1.8%	Shares	Sole	2021-08-13
2021-03-31	$538,637	5,580	-2.6%	Shares	Sole	2021-05-17
2020-12-31	$524,547	5,729	—	Shares	Sole	2021-02-19
No filing history on record for this holder in this stock.