FIDUCIARY FINANCIAL GROUP, LLC

Position in DUK — Duke Energy CORP

CIK 1925420 SAN RAFAEL, CA

Position in DUK

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

Position Value

$433,789

+$18,579 QoQ

Shares Held

3,427

+8.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,575

of 2,446 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

FIDUCIARY FINANCIAL GROUP, LLC holds $1,946,936 across 5 Utilities - Regulated Electric names. DUK ranks #3 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	3,428	$468,984
2	ES	Eversource Energy	6,068	$438,534
3	DUK	Duke Energy CORP This page	3,427	$433,789
4	ED	Consolidated Edison Inc	3,476	$384,549
5	PPL	PPL Corp	6,082	$221,080

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$433,789	3,427	+8.1%	Shares	Sole	2026-07-10
2026-03-31	$415,210	3,171	-2.7%	Shares	Sole	2026-04-13
2025-12-31	$382,104	3,260	-1.5%	Shares	Sole	2026-01-12
2025-09-30	$409,488	3,309	+7.8%	Shares	Sole	2025-10-10
2025-06-30	$362,260	3,070	+7.7%	Shares	Sole	2025-07-03
2025-03-31	$347,614	2,850	+3.7%	Shares	Sole	2025-04-15
2024-12-31	$296,069	2,748	—	Shares	Sole	2025-01-14
No filing history on record for this holder in this stock.