VICTORY FINANCIAL GROUP, LLC

Position in DUK — Duke Energy CORP

CIK 2011333 AUSTIN, TX

Position in DUK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$393,410

+$84,261 QoQ

Shares Held

3,108

+31.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,630

of 2,446 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

VICTORY FINANCIAL GROUP, LLC holds $2,685,059 across 5 Utilities - Regulated Electric names. DUK ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	8,819	$1,206,527
2	NEE	Nextera Energy Inc	5,052	$443,414
3	DUK	Duke Energy CORP This page	3,108	$393,410
4	XEL	Xcel Energy Inc	4,045	$324,813
5	SO	Southern Co	3,311	$316,895

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$393,410	3,108	+31.6%	Shares	Sole	2026-07-29
2026-03-31	$309,149	2,361	+18.1%	Shares	Sole	2026-04-27
2025-12-31	$234,420	2,000	+7.2%	Shares	Sole	2026-01-15
2025-09-30	$230,917	1,866	-18.7%	Shares	Sole	2025-11-14
2025-06-30	$270,810	2,295	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.