UPTICK PARTNERS, LLC

Position in DUK — Duke Energy CORP

CIK 2005353 NACOGDOCHES, TX

Position in DUK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$784,669

+$135,600 QoQ

Shares Held

6,199

+25.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#1,219

of 2,443 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

UPTICK PARTNERS, LLC holds $2,167,551 across 4 Utilities - Regulated Electric names. DUK ranks #1 (36.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	6,199	$784,669
2	SO	Southern Co	7,754	$742,135
3	NEE	Nextera Energy Inc	3,708	$325,451
4	EVRG	Evergy, Inc.	3,648	$315,296

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$784,669	6,199	+25.1%	Shares	Sole	2026-08-10
2026-03-31	$649,069	4,957	+8.4%	Shares	Sole	2026-05-04
2025-12-31	$535,766	4,571	+7.2%	Shares	Sole	2026-02-02
2025-09-30	$527,793	4,265	+19.6%	Shares	Sole	2025-11-04
2025-06-30	$420,788	3,566	+92.8%	Shares	Sole	2025-07-28
2025-03-31	$225,644	1,850	—	Shares	Sole	2025-04-24
No filing history on record for this holder in this stock.