Constant Guidance Financial LLC

Position in DUK — Duke Energy CORP

CIK 1995383 ATTLEBORO FALLS, MA

Position in DUK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,756,912

+$1,107,068 QoQ

Shares Held

21,780

+72.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.12%

of 13F equity value

Holder Rank

#704

of 2,446 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Constant Guidance Financial LLC holds $8,826,142 across 6 Utilities - Regulated Electric names. DUK ranks #1 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	21,780	$2,756,912
2	D	Dominion Energy, Inc	28,355	$1,936,362
3	SO	Southern Co	17,120	$1,638,555
4	ES	Eversource Energy	16,349	$1,181,542
5	EIX	Edison International	14,800	$1,101,860
6	NEE	Nextera Energy Inc	2,403	$210,911

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,756,912	21,780	+72.9%	Shares	Sole	2026-08-12
2026-03-31	$1,649,844	12,600	+51.8%	Shares	Sole	2026-05-18
2025-12-31	$972,843	8,300	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.