BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Position in DUK — Duke Energy CORP
CIK 1851395
Boca Raton, FL
Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$490,497
-$27,239 QoQ
Shares Held
3,875
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,493
of 2,440 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BARON SILVER STEVENS FINANCIAL ADVISORS, LLC holds $3,294,790 across 5 Utilities - Regulated Electric names. DUK ranks #3 (14.9% of the industry book) .
All Filings in DUK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,497 | 3,875 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $517,736 | 3,954 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $374,017 | 3,191 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $409,117 | 3,306 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $374,886 | 3,177 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $359,811 | 2,950 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $328,068 | 3,045 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $351,088 | 3,045 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $305,200 | 3,045 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $310,729 | 3,213 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $290,537 | 2,994 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $264,250 | 2,994 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $204,786 | 2,282 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $223,328 | 2,315 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $238,421 | 2,315 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $324,846 | 3,030 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $258,492 | 2,315 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $254,993 | 2,583 | Shares | Sole | 2021-07-27 | |
| 2020-12-31 | $157,116 | 1,716 | Shares | Sole | 2021-03-19 | |
| No filing history on record for this holder in this stock. | ||||||