Red Wave Investments LLC

Position in DUK — Duke Energy CORP

CIK 1846493 DILLSBURG, PA

Position in DUK

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

Position Value

$272,526

-$44,741 QoQ

Shares Held

2,153

-11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,889

of 2,446 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Red Wave Investments LLC holds $1,006,871 across 3 Utilities - Regulated Electric names. DUK ranks #2 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	5,348	$511,857
2	DUK	Duke Energy CORP This page	2,153	$272,526
3	D	Dominion Energy, Inc	3,258	$222,488

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$272,526	2,153	-11.1%	Shares	Sole	2026-08-06
2026-03-31	$317,267	2,423	0.0%	Shares	Sole	2026-05-08
2025-12-31	$283,999	2,423	0.0%	Shares	Sole	2026-02-06
2025-09-30	$299,846	2,423	0.0%	Shares	Sole	2025-10-28
2025-06-30	$285,914	2,423	-2.1%	Shares	Sole	2025-07-31
2025-03-31	$301,997	2,476	0.0%	Shares	Sole	2025-05-02
2024-12-31	$266,764	2,476	-0.4%	Shares	Sole	2025-02-03
2024-09-30	$286,635	2,486	+0.9%	Shares	Sole	2024-11-14
2024-06-30	$246,966	2,464	0.0%	Shares	Sole	2024-08-09
2024-03-31	$238,293	2,464	0.0%	Shares	Sole	2024-05-14
2023-12-31	$239,106	2,464	+6.9%	Shares	Sole	2024-02-05
2023-09-30	$203,439	2,305	-1.7%	Shares	Sole	2023-11-07
2023-06-30	$210,440	2,345	+3.1%	Shares	Sole	2023-08-07
2023-03-31	$219,469	2,275	+4.0%	Shares	Sole	2023-05-15
2022-12-31	$225,239	2,187	-40.2%	Shares	Sole	2023-02-03
2022-09-30	$340,081	3,656	+6.6%	Shares	Sole	2022-11-02
2022-06-30	$367,730	3,430	-9.0%	Shares	Sole	2022-08-09
2022-03-31	$420,846	3,769	+45.9%	Shares	Sole	2022-05-13
2021-12-31	$271,061	2,584	-2.0%	Shares	Sole	2022-02-07
2021-09-30	$257,442	2,638	-0.2%	Shares	Sole	2021-10-21
2021-06-30	$261,015	2,644	+1.9%	Shares	Sole	2021-08-10
2021-03-31	$250,495	2,595	+7.2%	Shares	Sole	2021-05-13
2020-12-31	$221,575	2,420	—	Shares	Sole	2021-02-17
No filing history on record for this holder in this stock.