Plan Group Financial, LLC

Position in DUK — Duke Energy CORP

CIK 1940033 OKLAHOMA CITY, OK

Position in DUK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,084,628

+$315,640 QoQ

Shares Held

24,369

+15.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#656

of 2,446 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Plan Group Financial, LLC holds $17,910,569 across 8 Utilities - Regulated Electric names. DUK ranks #4 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	37,485	$3,587,689
2	AEP	American Electric Power Co Inc	26,185	$3,582,369
3	D	Dominion Energy, Inc	46,094	$3,147,759
4	DUK	Duke Energy CORP This page	24,369	$3,084,628
5	PPL	PPL Corp	81,333	$2,956,454
6	OGE	Oge Energy Corp.	15,000	$729,900
7	EIX	Edison International	7,403	$551,153
8	AEE	Ameren Corp	2,394	$270,617

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,084,628	24,369	+15.2%	Shares	Sole	2026-08-03
2026-03-31	$2,768,988	21,147	+12.1%	Shares	Sole	2026-04-13
2025-12-31	$2,211,049	18,864	+8.2%	Shares	Sole	2026-02-03
2025-09-30	$2,158,076	17,439	+15.8%	Shares	Sole	2025-10-27
2025-06-30	$1,777,788	15,066	+14.4%	Shares	Sole	2025-08-13
2025-03-31	$1,605,978	13,167	+44.6%	Shares	Sole	2025-05-09
2024-12-31	$980,864	9,104	+13.4%	Shares	Sole	2025-01-31
2024-09-30	$925,397	8,026	+10.4%	Shares	Sole	2024-10-22
2024-06-30	$728,571	7,269	+95.7%	Shares	Sole	2024-08-05
2024-03-31	$359,180	3,714	+56.5%	Shares	Sole	2024-04-26
2023-06-30	$212,953	2,373	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.