PFG Investments, LLC

Position in DUK — Duke Energy CORP

CIK 1973224 WOODBURY, NY

Position in DUK

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,933,093

-$107,584 QoQ

Shares Held

31,072

+0.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#153

of 972 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PFG Investments, LLC holds $36,814,650 across 22 Utilities - Regulated Electric names. DUK ranks #4 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	65,590	$7,256,221
2	NEE	Nextera Energy Inc	48,611	$4,266,587
3	AEP	American Electric Power Co Inc	29,325	$4,011,953
4	DUK	Duke Energy CORP This page	31,072	$3,933,093
5	D	Dominion Energy, Inc	37,499	$2,560,806
6	PEG	Public Service Enterprise Group Inc	30,462	$2,472,295
7	SO	Southern Co	23,961	$2,293,307
8	ES	Eversource Energy	18,470	$1,334,826

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,933,093	31,072	+0.7%	Shares	Sole	2026-07-23
2026-03-31	$4,040,677	30,859	+1.8%	Shares	Sole	2026-04-27
2025-12-31	$3,553,924	30,321	-2.5%	Shares	Sole	2026-01-26
2025-09-30	$3,847,758	31,093	-2.0%	Shares	Sole	2025-10-31
2025-06-30	$3,744,258	31,731	+1.0%	Shares	Sole	2025-07-18
2025-03-31	$3,830,955	31,409	+0.5%	Shares	Sole	2025-04-22
2024-12-31	$3,367,305	31,254	-1.1%	Shares	Sole	2025-01-22
2024-09-30	$3,642,442	31,591	-1.1%	Shares	Sole	2024-10-24
2024-06-30	$3,200,444	31,931	+14.3%	Shares	Sole	2024-08-07
2024-03-31	$2,702,174	27,941	+272.7%	Shares	Sole	2024-04-22
2023-12-31	$727,508	7,497	-3.3%	Shares	Sole	2024-01-17
2023-09-30	$684,456	7,755	+16.6%	Shares	Sole	2023-11-06
2023-06-30	$596,681	6,649	+1.6%	Shares	Sole	2023-08-03
2023-03-31	$631,492	6,546	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.