Kestra Investment Management, LLC

Position in DUK — Duke Energy CORP

CIK 1962449 AUSTIN, TX

Position in DUK

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$289,615

+$51,328 QoQ

Shares Held

2,288

+12.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,849

of 2,446 holders

Holding Since

Sep 2024

6 quarters on record

Utilities · as of Jun 30, 2026

Kestra Investment Management, LLC holds $2,294,523 across 6 Utilities - Regulated Electric names. DUK ranks #4 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	11,171	$980,478
2	EIX	Edison International	4,056	$301,969
3	XEL	Xcel Energy Inc	3,639	$292,211
4	DUK	Duke Energy CORP This page	2,288	$289,615
5	AEP	American Electric Power Co Inc	1,603	$219,306
6	SO	Southern Co	2,204	$210,944

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$289,615	2,288	+12.5%	Shares	Sole	2026-08-05
2025-12-31	$238,287	2,033	-2.5%	Shares	Sole	2026-02-09
2025-09-30	$258,018	2,085	-4.4%	Shares	Sole	2025-11-17
2025-06-30	$257,358	2,181	+12.6%	Shares	Sole	2025-08-18
2024-12-31	$208,692	1,937	+6.5%	Shares	Sole	2025-01-31
2024-09-30	$209,730	1,819	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.