Invst, LLC

Position in DUK — Duke Energy CORP

CIK 1867587 INDIANAPOLIS, IN

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$367,335

+$1,096 QoQ

Shares Held

2,902

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,676

of 2,446 holders

Holding Since

Mar 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Invst, LLC holds $3,384,846 across 5 Utilities - Regulated Electric names. DUK ranks #5 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	7,441	$823,197
2	D	Dominion Energy, Inc	11,208	$765,394
3	PNW	Pinnacle West Capital Corp	6,812	$728,884
4	WEC	Wec Energy Group, Inc.	5,995	$700,036
5	DUK	Duke Energy CORP This page	2,902	$367,335

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$367,335	2,902	+3.8%	Shares	Sole	2026-08-14
2026-03-31	$366,239	2,797	+5.1%	Shares	Sole	2026-05-13
2025-12-31	$312,013	2,662	+1.1%	Shares	Sole	2026-02-11
2025-09-30	$325,710	2,632	-6.3%	Shares	Sole	2026-02-04
2025-06-30	$331,344	2,808	+0.4%	Shares	Sole	2025-10-16
2025-03-31	$341,028	2,796	-8.4%	Shares	Sole	2025-06-03
2024-12-31	$329,037	3,054	+18.2%	Shares	Sole	2025-02-19
2024-09-30	$297,819	2,583	+19.4%	Shares	Sole	2024-11-19
2024-06-30	$216,897	2,164	+19.4%	Shares	Sole	2024-08-16
2022-03-31	$202,439	1,813	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.