Miller Financial Services LLC

Position in DUK — Duke Energy CORP

CIK 2022893 MARSHALL, MI

Position in DUK

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

Position Value

$301,133

-$10,111 QoQ

Shares Held

2,379

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,826

of 2,446 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Miller Financial Services LLC holds $2,909,594 across 5 Utilities - Regulated Electric names. DUK ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	8,467	$1,158,370
2	D	Dominion Energy, Inc	14,041	$958,859
3	DUK	Duke Energy CORP This page	2,379	$301,133
4	SO	Southern Co	3,000	$287,130
5	CMS	Cms Energy Corp	2,668	$204,102

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$301,133	2,379	+0.1%	Shares	Sole	2026-07-29
2026-03-31	$311,244	2,377	+0.1%	Shares	Sole	2026-05-04
2025-12-31	$278,373	2,375	+0.1%	Shares	Sole	2026-02-12
2025-09-30	$293,658	2,373	+0.1%	Shares	Sole	2025-11-13
2025-06-30	$279,778	2,371	-3.1%	Shares	Sole	2025-08-12
2025-03-31	$298,582	2,448	-18.5%	Shares	Sole	2025-05-05
2024-12-31	$323,543	3,003	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.