Concord Asset Management, LLC/VA

Position in DUK — Duke Energy CORP

CIK 2031885 ABINGDON, VA

Position in DUK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,655,666

-$42,756 QoQ

Shares Held

13,080

+0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#886

of 2,440 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Concord Asset Management, LLC/VA holds $10,430,970 across 5 Utilities - Regulated Electric names. DUK ranks #2 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	61,178	$5,369,593
2	DUK	Duke Energy CORP This page	13,080	$1,655,666
3	D	Dominion Energy, Inc	23,669	$1,616,356
4	SO	Southern Co	16,062	$1,537,294
5	XEL	Xcel Energy Inc	3,139	$252,061

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,655,666	13,080	+0.8%	Shares	Sole	2026-07-27
2026-03-31	$1,698,422	12,971	+10.1%	Shares	Sole	2026-05-01
2025-12-31	$1,380,851	11,781	-2.5%	Shares	Sole	2026-01-29
2025-09-30	$1,494,528	12,077	-46.6%	Shares	Sole	2025-11-05
2025-06-30	$2,667,862	22,609	+29.3%	Shares	Sole	2025-07-25
2025-03-31	$2,132,645	17,485	+227.9%	Shares	Sole	2025-05-02
2024-12-31	$574,469	5,332	+10.7%	Shares	Sole	2025-01-24
2024-09-30	$555,169	4,815	+3.7%	Shares	Sole	2024-11-07
2024-06-30	$465,367	4,643	-5.9%	Shares	Sole	2024-11-07
2024-03-31	$476,973	4,932	-0.8%	Shares	Sole	2024-11-07
2023-12-31	$482,288	4,970	+98.2%	Shares	Sole	2024-11-07
2023-09-30	$221,267	2,507	—	Shares	Sole	2024-11-07
No filing history on record for this holder in this stock.