TITLEIST ASSET MANAGEMENT, LLC

Position in DUK — Duke Energy CORP

CIK 1977759 SAN ANTONIO, TX

Position in DUK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$453,029

-$48,078 QoQ

Shares Held

3,579

-6.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,543

of 2,446 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

TITLEIST ASSET MANAGEMENT, LLC holds $2,250,751 across 5 Utilities - Regulated Electric names. DUK ranks #3 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	39,589	$665,886
2	SO	Southern Co	4,802	$459,599
3	DUK	Duke Energy CORP This page	3,579	$453,029
4	NEE	Nextera Energy Inc	4,565	$400,670
5	AEP	American Electric Power Co Inc	1,985	$271,567

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$453,029	3,579	-6.5%	Shares	Sole	2026-07-20
2026-03-31	$501,107	3,827	+1.5%	Shares	Sole	2026-04-30
2025-12-31	$441,881	3,770	+34.0%	Shares	Sole	2026-02-12
2025-09-30	$348,108	2,813	-0.8%	Shares	Sole	2025-11-05
2025-06-30	$334,766	2,837	+6.9%	Shares	Sole	2025-08-12
2025-03-31	$323,830	2,655	-7.9%	Shares	Sole	2025-05-15
2024-12-31	$310,722	2,884	+0.8%	Shares	Sole	2025-02-13
2024-09-30	$329,988	2,862	-4.5%	Shares	Sole	2024-11-13
2024-06-30	$300,289	2,996	—	Shares	Sole	2024-08-12
No filing history on record for this holder in this stock.