Sunpointe, LLC

Position in DUK — Duke Energy CORP

CIK 2012181 ST. LOUIS, MO

Position in DUK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$311,766

-$13,227 QoQ

Shares Held

2,463

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,798

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

Sunpointe, LLC holds $2,158,014 across 6 Utilities - Regulated Electric names. DUK ranks #5 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	6,093	$534,782
2	WEC	Wec Energy Group, Inc.	3,581	$418,153
3	NGG	National Grid PLC	4,179	$346,313
4	FE	Firstenergy Corp	6,628	$315,095
5	DUK	Duke Energy CORP This page	2,463	$311,766
6	SO	Southern Co	2,423	$231,905

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,766	2,463	-0.8%	Shares	Defined	2026-07-24
2026-03-31	$324,993	2,482	-1.2%	Shares	Sole	2026-04-21
2025-12-31	$294,548	2,513	+6.7%	Shares	Defined	2026-01-23
2025-09-30	$291,431	2,355	+0.3%	Shares	Defined	2025-11-12
2025-06-30	$277,064	2,348	+2.5%	Shares	Defined	2025-07-09
2025-03-31	$279,311	2,290	+0.6%	Shares	Defined	2025-05-07
2024-12-31	$245,323	2,277	+11.1%	Shares	Defined	2025-02-03
2024-09-30	$236,249	2,049	-34.2%	Shares	Defined	2024-10-16
2024-06-30	$311,915	3,112	-24.3%	Shares	Defined	2024-07-22
2024-03-31	$397,381	4,109	+5.0%	Shares	Defined	2024-04-15
2023-12-31	$379,620	3,912	—	Shares	Defined	2024-02-20
No filing history on record for this holder in this stock.