Beacon Capital Management, LLC

Position in DUK — Duke Energy CORP

CIK 1921487 FRANKLIN, TN

Position in DUK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$576,571

+$15,755 QoQ

Shares Held

4,555

+6.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,394

of 2,446 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Beacon Capital Management, LLC holds $576,571 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DUK	Duke Energy CORP This page	4,555	$576,571

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$576,571	4,555	+6.4%	Shares	Sole	2026-07-29
2026-03-31	$560,816	4,283	+2.6%	Shares	Sole	2026-05-11
2025-12-31	$489,351	4,175	+12.9%	Shares	Sole	2026-02-13
2025-09-30	$457,751	3,699	-0.7%	Shares	Sole	2025-11-07
2025-06-30	$439,668	3,726	-1.9%	Shares	Sole	2025-07-17
2025-03-31	$463,242	3,798	+2.0%	Shares	Sole	2025-04-21
2024-12-31	$401,008	3,722	-7.2%	Shares	Sole	2025-01-30
2024-09-30	$462,353	4,010	+7.2%	Shares	Sole	2024-11-07
2024-06-30	$374,860	3,740	+6.1%	Shares	Sole	2024-07-24
2024-03-31	$340,803	3,524	+3.9%	Shares	Sole	2024-05-16
2023-12-31	$329,157	3,392	-4.2%	Shares	Sole	2024-01-09
2023-09-30	$312,613	3,542	0.0%	Shares	Sole	2023-10-20
2023-06-30	$317,857	3,542	+0.5%	Shares	Sole	2023-07-12
2023-03-31	$340,055	3,525	-5.3%	Shares	Sole	2023-04-20
2022-12-31	$383,532	3,724	-0.5%	Shares	Sole	2023-01-27
2022-09-30	$348,170	3,743	+0.1%	Shares	Sole	2022-10-05
2022-06-30	$401,069	3,741	0.0%	Shares	Sole	2022-07-18
2022-03-31	$417,718	3,741	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.