Novak & Powell Financial Services, Inc.

Position in DUK — Duke Energy CORP

CIK 2011548 ST. PETERSBURG, FL

Position in DUK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$580,116

-$21,029 QoQ

Shares Held

4,583

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#1,387

of 2,440 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Novak & Powell Financial Services, Inc. holds $2,770,025 across 6 Utilities - Regulated Electric names. DUK ranks #2 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	7,220	$624,024
2	DUK	Duke Energy CORP This page	4,583	$580,116
3	SO	Southern Co	5,925	$567,081
4	NEE	Nextera Energy Inc	5,658	$496,602
5	D	Dominion Energy, Inc	4,340	$296,378
6	ES	Eversource Energy	2,848	$205,824

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$580,116	4,583	-0.2%	Shares	Sole	2026-08-11
2026-03-31	$601,145	4,591	+0.1%	Shares	Sole	2026-05-14
2025-12-31	$537,759	4,588	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$567,270	4,584	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$540,558	4,581	+0.1%	Shares	Sole	2025-08-11
2025-03-31	$558,378	4,578	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$492,802	4,574	+0.1%	Shares	Sole	2025-02-18
2024-09-30	$527,036	4,571	-2.9%	Shares	Sole	2024-11-14
2024-06-30	$471,782	4,707	-2.1%	Shares	Sole	2024-08-15
2024-03-31	$464,788	4,806	+0.1%	Shares	Sole	2024-05-15
2023-12-31	$465,889	4,801	—	Shares	Sole	2024-02-21
No filing history on record for this holder in this stock.