Balboa Wealth Partners

Position in DUK — Duke Energy CORP

CIK 1929008 SCOTTSDALE, AZ

Position in DUK

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

Position Value

$1,467,062

-$244,585 QoQ

Shares Held

11,590

-11.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#952

of 2,440 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Balboa Wealth Partners holds $4,207,974 across 6 Utilities - Regulated Electric names. DUK ranks #1 (34.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	11,590	$1,467,062
2	SO	Southern Co	11,301	$1,081,618
3	D	Dominion Energy, Inc	7,021	$479,464
4	EVRG	Evergy, Inc.	5,338	$461,363
5	ED	Consolidated Edison Inc	3,655	$404,352
6	AEP	American Electric Power Co Inc	2,296	$314,115

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,467,062	11,590	-11.3%	Shares	Sole	2026-08-10
2026-03-31	$1,711,647	13,072	+21.4%	Shares	Sole	2026-04-16
2025-12-31	$1,262,468	10,771	-2.8%	Shares	Sole	2026-01-16
2025-09-30	$1,370,778	11,077	+15.2%	Shares	Sole	2025-11-06
2025-06-30	$1,134,924	9,618	+1.9%	Shares	Sole	2025-07-29
2025-03-31	$1,151,274	9,439	+6.2%	Shares	Sole	2025-04-23
2024-12-31	$957,916	8,891	+7.4%	Shares	Sole	2025-02-10
2024-09-30	$954,338	8,277	+96.0%	Shares	Sole	2024-11-06
2024-06-30	$423,371	4,224	+11.5%	Shares	Sole	2024-08-13
2024-03-31	$366,240	3,787	+32.8%	Shares	Sole	2024-05-13
2023-12-31	$276,758	2,852	+5.7%	Shares	Sole	2024-02-09
2023-09-30	$238,037	2,697	0.0%	Shares	Sole	2023-10-23
2023-06-30	$242,028	2,697	+0.0%	Shares	Defined	2023-08-08
2023-03-31	$260,083	2,696	-25.0%	Shares	Sole	2023-05-12
2022-12-31	$370,352	3,596	+33.4%	Shares	Defined	2023-02-14
2022-09-30	$250,688	2,695	—	Shares	Sole	2023-01-04
No filing history on record for this holder in this stock.