RICHARDSON FINANCIAL SERVICES INC.

Position in DUK — Duke Energy CORP

CIK 2012303 MEDWAY, MA

Position in DUK

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

Position Value

$359,992

-$19,995 QoQ

Shares Held

2,844

-2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,688

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

RICHARDSON FINANCIAL SERVICES INC. holds $3,193,983 across 20 Utilities - Regulated Electric names. DUK ranks #2 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	5,760	$505,554
2	DUK	Duke Energy CORP This page	2,844	$359,992
3	AEP	American Electric Power Co Inc	2,078	$284,291
4	D	Dominion Energy, Inc	3,640	$248,575
5	ES	Eversource Energy	2,682	$193,828
6	DTE	Dte Energy Co	1,270	$193,509
7	WEC	Wec Energy Group, Inc.	1,636	$191,035
8	FE	Firstenergy Corp	3,973	$188,876

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$359,992	2,844	-2.0%	Shares	Sole	2026-08-10
2026-03-31	$379,987	2,902	-0.5%	Shares	Sole	2026-05-04
2025-12-31	$330,821	2,916	+1.2%	Shares	Sole	2026-01-22
2025-09-30	$356,646	2,882	+10.7%	Shares	Sole	2025-10-28
2025-06-30	$307,154	2,603	-0.8%	Shares	Sole	2025-07-25
2025-03-31	$319,926	2,623	+1.5%	Shares	Sole	2025-05-06
2024-12-31	$278,507	2,585	-3.1%	Shares	Sole	2025-01-24
2024-09-30	$307,619	2,668	+3.9%	Shares	Sole	2024-10-24
2024-06-30	$257,389	2,568	-15.4%	Shares	Sole	2024-08-12
2024-03-31	$293,705	3,037	+8.7%	Shares	Sole	2024-05-03
2023-12-31	$271,128	2,794	—	Shares	Sole	2024-03-04
No filing history on record for this holder in this stock.