Compound Planning, Inc.

Position in DUK — Duke Energy CORP

CIK 1978879 NEW YORK, NY

Position in DUK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,909,693

+$104,960 QoQ

Shares Held

22,987

+7.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#688

of 2,459 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Compound Planning, Inc. holds $26,296,860 across 27 Utilities - Regulated Electric names. DUK ranks #2 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	73,527	$6,453,464
2	DUK	Duke Energy CORP This page	22,987	$2,909,693
3	SO	Southern Co	23,995	$2,296,561
4	ETR	Entergy Corp /De/	16,691	$1,917,128
5	AEP	American Electric Power Co Inc	11,245	$1,538,427
6	NGG	National Grid PLC	15,019	$1,244,623
7	D	Dominion Energy, Inc	14,575	$995,326
8	LNT	Alliant Energy Corp	11,769	$897,856

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,909,693	22,987	+7.3%	Shares	Sole	2026-08-04
2026-03-31	$2,804,733	21,420	+6.9%	Shares	Other	2026-05-14
2025-12-31	$2,347,833	20,031	+32.8%	Shares	Sole	2026-02-19
2025-09-30	$1,866,892	15,086	+7.0%	Shares	Sole	2025-11-10
2025-06-30	$1,663,092	14,094	-3.7%	Shares	Sole	2025-08-14
2025-03-31	$1,784,299	14,629	+10.1%	Shares	Sole	2025-05-14
2024-12-31	$1,432,080	13,292	+7.4%	Shares	Sole	2025-01-17
2024-09-30	$1,427,068	12,377	+2.6%	Shares	Sole	2024-10-08
2024-06-30	$1,209,475	12,067	+6.1%	Shares	Sole	2024-07-26
2024-03-31	$1,099,979	11,374	+85.8%	Shares	Sole	2024-05-07
2023-12-31	$593,981	6,121	+138.1%	Shares	Sole	2024-02-08
2023-09-30	$226,916	2,571	+4.1%	Shares	Sole	2023-11-09
2023-06-30	$221,568	2,469	—	Shares	Sole	2023-08-03
No filing history on record for this holder in this stock.