Spinnaker Investment Group, LLC

Position in DUK — Duke Energy CORP

CIK 1911067 Newport Beach, CA

Position in DUK

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$797,960

-$25,652 QoQ

Shares Held

6,304

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#1,211

of 2,446 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Spinnaker Investment Group, LLC holds $1,041,258 across 2 Utilities - Regulated Electric names. DUK ranks #1 (76.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DUK	Duke Energy CORP This page	6,304	$797,960
2	NEE	Nextera Energy Inc	2,772	$243,298

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$797,960	6,304	+0.2%	Shares	Sole	2026-07-10
2026-03-31	$823,612	6,290	-0.1%	Shares	Sole	2026-04-08
2025-12-31	$738,071	6,297	-0.0%	Shares	Sole	2026-01-12
2025-09-30	$779,501	6,299	+140.9%	Shares	Sole	2025-10-10
2025-06-30	$308,570	2,615	-0.9%	Shares	Sole	2025-07-16
2025-03-31	$321,756	2,638	+0.0%	Shares	Sole	2025-04-22
2024-12-31	$284,110	2,637	-8.1%	Shares	Sole	2025-01-17
2024-09-30	$330,795	2,869	-0.3%	Shares	Sole	2024-11-06
2024-06-30	$288,562	2,879	+1.1%	Shares	Sole	2024-07-24
2024-03-31	$275,430	2,848	0.0%	Shares	Sole	2024-04-19
2023-12-31	$276,369	2,848	+0.4%	Shares	Sole	2024-01-22
2023-09-30	$250,393	2,837	+0.1%	Shares	Sole	2023-10-31
2023-06-30	$254,323	2,834	+0.4%	Shares	Sole	2023-07-20
2023-03-31	$272,334	2,823	0.0%	Shares	Sole	2023-04-13
2022-12-31	$290,740	2,823	0.0%	Shares	Sole	2023-01-17
2022-09-30	$262,595	2,823	+0.3%	Shares	Sole	2022-10-21
2022-06-30	$301,796	2,815	-6.5%	Shares	Sole	2022-07-19
2022-03-31	$336,096	3,010	0.0%	Shares	Sole	2022-05-10
2021-12-31	$315,749	3,010	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.