SAPIENT CAPITAL LLC

Position in DUK — Duke Energy CORP

CIK 1998653 INDIANAPOLIS, IN

Position in DUK

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$732,898

-$479,082 QoQ

Shares Held

5,790

-37.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,262

of 2,440 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

SAPIENT CAPITAL LLC holds $5,531,282 across 6 Utilities - Regulated Electric names. DUK ranks #3 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	29,533	$2,592,111
2	XEL	Xcel Energy Inc	15,855	$1,273,156
3	DUK	Duke Energy CORP This page	5,790	$732,898
4	WEC	Wec Energy Group, Inc.	3,679	$429,596
5	D	Dominion Energy, Inc	3,983	$271,999
6	SO	Southern Co	2,419	$231,522

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$732,898	5,790	-37.4%	Shares	Sole	2026-07-09
2026-03-31	$1,211,980	9,256	+34.2%	Shares	Sole	2026-04-08
2025-12-31	$808,514	6,898	+5.2%	Shares	Sole	2026-02-05
2025-09-30	$811,305	6,556	+0.4%	Shares	Sole	2025-10-17
2025-06-30	$770,658	6,531	-36.4%	Shares	Sole	2025-07-09
2025-03-31	$1,251,778	10,263	+55.9%	Shares	Sole	2025-04-15
2024-12-31	$709,144	6,582	+0.4%	Shares	Sole	2025-01-29
2024-09-30	$756,252	6,559	-0.3%	Shares	Sole	2024-10-11
2024-06-30	$659,312	6,578	+1.3%	Shares	Sole	2024-07-15
2024-03-31	$627,938	6,493	-6.0%	Shares	Sole	2024-04-22
2023-12-31	$669,964	6,904	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.