KEYNOTE FINANCIAL SERVICES LLC

Position in DUK — Duke Energy CORP

CIK 2026127 VERNON, CT

Position in DUK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,146,055

-$52,569 QoQ

Shares Held

9,054

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#1,053

of 2,446 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

KEYNOTE FINANCIAL SERVICES LLC holds $3,856,196 across 6 Utilities - Regulated Electric names. DUK ranks #1 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	9,054	$1,146,055
2	ED	Consolidated Edison Inc	7,896	$873,534
3	NEE	Nextera Energy Inc	7,906	$693,909
4	ES	Eversource Energy	7,454	$538,700
5	SO	Southern Co	4,138	$396,047
6	AEP	American Electric Power Co Inc	1,520	$207,951

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,146,055	9,054	-1.1%	Shares	Sole	2026-08-03
2026-03-31	$1,198,624	9,154	-1.1%	Shares	Sole	2026-05-13
2025-12-31	$1,084,661	9,254	0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,145,182	9,254	0.0%	Shares	Sole	2025-10-31
2025-06-30	$1,091,972	9,254	0.0%	Shares	Sole	2025-08-07
2025-03-31	$1,128,710	9,254	0.0%	Shares	Sole	2025-05-09
2024-12-31	$997,025	9,254	-1.3%	Shares	Sole	2025-02-05
2024-09-30	$1,080,706	9,373	-0.8%	Shares	Sole	2024-10-31
2024-06-30	$946,572	9,444	0.0%	Shares	Sole	2024-07-24
2024-03-31	$913,329	9,444	—	Shares	Sole	2024-06-13
No filing history on record for this holder in this stock.