Second Half Financial Partners, LLC

Position in DUK — Duke Energy CORP

CIK 1946654 SEBRING, FL

Position in DUK

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$240,628

+$5,067 QoQ

Shares Held

1,901

+5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#1,973

of 2,446 holders

Holding Since

Mar 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Second Half Financial Partners, LLC holds $1,799,056 across 5 Utilities - Regulated Electric names. DUK ranks #5 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	6,757	$593,061
2	SO	Southern Co	3,723	$356,328
3	ETR	Entergy Corp /De/	2,734	$314,027
4	D	Dominion Energy, Inc	4,320	$295,012
5	DUK	Duke Energy CORP This page	1,901	$240,628

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,628	1,901	+5.7%	Shares	Sole	2026-07-17
2026-03-31	$235,561	1,799	-5.8%	Shares	Sole	2026-05-12
2025-12-31	$223,753	1,909	-0.3%	Shares	Sole	2026-01-26
2025-09-30	$236,857	1,914	-0.9%	Shares	Sole	2025-11-12
2025-06-30	$227,976	1,932	-0.5%	Shares	Sole	2025-07-25
2025-03-31	$236,865	1,942	-1.5%	Shares	Sole	2025-05-07
2024-12-31	$212,463	1,972	+6.4%	Shares	Sole	2025-02-14
2024-09-30	$213,766	1,854	-95.0%	Shares	Sole	2024-11-08
2022-06-30	$3,960,766	36,944	0.0%	Shares	Sole	2022-09-16
2022-03-31	$4,125,167	36,944	—	Shares	Sole	2022-09-20
No filing history on record for this holder in this stock.