SYON CAPITAL LLC

Position in DUK — Duke Energy CORP

CIK 1999353 SAN FRANCISCO, CA

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,585,541

+$203,601 QoQ

Shares Held

12,526

+18.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#910

of 2,459 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

SYON CAPITAL LLC holds $25,927,821 across 32 Utilities - Regulated Electric names. DUK ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	31,356	$2,752,116
2	ED	Consolidated Edison Inc	15,508	$1,715,650
3	DUK	Duke Energy CORP This page	12,526	$1,585,541
4	NGG	National Grid PLC	17,458	$1,446,744
5	SO	Southern Co	14,161	$1,355,349
6	AEP	American Electric Power Co Inc	8,162	$1,116,643
7	EXC	Exelon Corp	23,785	$1,108,856
8	PNW	Pinnacle West Capital Corp	10,215	$1,093,005

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,585,541	12,526	+18.7%	Shares	Sole	2026-08-14
2026-03-31	$1,381,940	10,554	+13.4%	Shares	Sole	2026-05-13
2025-12-31	$1,090,990	9,308	-1.7%	Shares	Sole	2026-02-11
2025-09-30	$1,171,788	9,469	+29.6%	Shares	Sole	2025-11-07
2025-06-30	$861,872	7,304	+50.0%	Shares	Sole	2025-08-14
2025-03-31	$593,749	4,868	+27.7%	Shares	Sole	2025-05-15
2024-12-31	$410,597	3,811	-19.2%	Shares	Sole	2025-02-14
2024-09-30	$543,985	4,718	-1.7%	Shares	Sole	2024-11-13
2024-06-30	$481,204	4,801	+4.6%	Shares	Sole	2024-08-13
2024-03-31	$444,092	4,592	+12.6%	Shares	Sole	2024-05-14
2023-12-31	$395,632	4,077	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.