Financial Connections Group, Inc.

Position in DUK — Duke Energy CORP

CIK 1907157 CORTE MADERA, CA

Position in DUK

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$24,485

+$2,567 QoQ

Shares Held

187

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Financial Connections Group, Inc. holds $515,380 across 7 Utilities - Regulated Electric names. DUK ranks #4 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNT	Alliant Energy Corp	5,200	$373,152
2	NEE	Nextera Energy Inc	729	$67,709
3	SO	Southern Co	360	$34,747
4	DUK	Duke Energy CORP This page	187	$24,485
5	EXC	Exelon Corp	188	$9,215
6	PEG	Public Service Enterprise Group Inc	75	$6,071
7	PCG	PG&E Corp	100	$1

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$24,485	187	0.0%	Shares	Sole	2026-05-01
2025-12-31	$21,918	187	0.0%	Shares	Sole	2026-01-23
2025-09-30	$23,141	187	0.0%	Shares	Sole	2025-10-10
2025-06-30	$22,066	187	0.0%	Shares	Sole	2025-07-24
2025-03-31	$22,808	187	0.0%	Shares	Sole	2025-05-09
2024-12-31	$20,147	187	0.0%	Shares	Sole	2025-01-29
2024-09-30	$21,561	187	0.0%	Shares	Sole	2024-10-18
2024-06-30	$18,743	187	-0.5%	Shares	Sole	2024-07-26
2024-03-31	$18,181	188	+0.5%	Shares	Sole	2024-05-03
2023-12-31	$18,146	187	0.0%	Shares	Sole	2024-01-26
2023-09-30	$16,504	187	0.0%	Shares	Sole	2023-11-06
2023-06-30	$16,781	187	0.0%	Shares	Sole	2023-07-14
2023-03-31	$18,039	187	0.0%	Shares	Sole	2023-05-05
2022-12-31	$19,259	187	0.0%	Shares	Sole	2023-02-14
2022-09-30	$17,394	187	0.0%	Shares	Sole	2022-11-01
2022-06-30	$20,048	187	0.0%	Shares	Sole	2022-07-22
2022-03-31	$20,880	187	0.0%	Shares	Sole	2022-04-29
2021-12-31	$19,616	187	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.