3Chopt Investment Partners, LLC

Position in DUK — Duke Energy CORP

CIK 1978521 RICHMOND, VA

Position in DUK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$875,427

+$35,447 QoQ

Shares Held

6,916

+7.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,161

of 2,446 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

3Chopt Investment Partners, LLC holds $5,084,787 across 5 Utilities - Regulated Electric names. DUK ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	26,983	$1,842,669
2	NEE	Nextera Energy Inc	15,100	$1,325,327
3	DUK	Duke Energy CORP This page	6,916	$875,427
4	SO	Southern Co	7,284	$697,151
5	AEP	American Electric Power Co Inc	2,516	$344,213

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$875,427	6,916	+7.8%	Shares	Sole	2026-07-29
2026-03-31	$839,980	6,415	+2.6%	Shares	Sole	2026-04-23
2025-12-31	$733,148	6,255	-1.5%	Shares	Sole	2026-02-10
2025-09-30	$786,060	6,352	-1.2%	Shares	Sole	2025-10-20
2025-06-30	$758,504	6,428	-4.0%	Shares	Sole	2025-07-24
2025-03-31	$816,467	6,694	+49.0%	Shares	Sole	2025-04-24
2024-06-30	$450,333	4,493	+6.7%	Shares	Sole	2024-08-22
2023-12-31	$408,538	4,210	+7.0%	Shares	Sole	2024-02-12
2023-06-30	$353,216	3,936	-9.4%	Shares	Sole	2023-07-26
2023-03-31	$419,258	4,346	0.0%	Shares	Sole	2023-05-23
2022-12-31	$447,594	4,346	—	Shares	Sole	2023-05-24
No filing history on record for this holder in this stock.