LAZARI CAPITAL MANAGEMENT, INC.

Position in DUK — Duke Energy CORP

CIK 1986389 WOODLAND HILLS, CA

Position in DUK

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

Position Value

$322,779

-$6,796 QoQ

Shares Held

2,550

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,779

of 2,446 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

LAZARI CAPITAL MANAGEMENT, INC. holds $1,103,878 across 4 Utilities - Regulated Electric names. DUK ranks #1 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	2,550	$322,779
2	XEL	Xcel Energy Inc	3,634	$291,810
3	SO	Southern Co	2,871	$274,783
4	WEC	Wec Energy Group, Inc.	1,837	$214,506

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$322,779	2,550	+1.3%	Shares	Sole	2026-07-23
2026-03-31	$329,575	2,517	+0.1%	Shares	Sole	2026-04-24
2025-12-31	$294,783	2,515	-1.5%	Shares	Sole	2026-01-29
2025-09-30	$315,933	2,553	+0.8%	Shares	Sole	2025-10-28
2025-06-30	$298,894	2,533	-0.5%	Shares	Sole	2025-07-17
2025-03-31	$310,413	2,545	+0.6%	Shares	Sole	2025-04-23
2024-12-31	$272,582	2,530	+4.5%	Shares	Sole	2025-01-24
2024-09-30	$279,026	2,420	+1.3%	Shares	Sole	2024-10-22
2024-06-30	$239,349	2,388	+3.1%	Shares	Sole	2024-09-09
2024-03-31	$223,980	2,316	+1.0%	Shares	Sole	2024-06-24
2023-12-31	$222,512	2,293	+0.9%	Shares	Sole	2024-02-27
2023-09-30	$200,526	2,272	+1.0%	Shares	Sole	2023-11-07
2023-06-30	$201,915	2,250	—	Shares	Sole	2023-07-20
No filing history on record for this holder in this stock.