VISTA INVESTMENT PARTNERS II, LLC

Position in DUK — Duke Energy CORP

CIK 2035219 RICHMOND, IN

Position in DUK

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$480,117

-$30,025 QoQ

Shares Held

3,793

-2.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,511

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

VISTA INVESTMENT PARTNERS II, LLC holds $1,681,158 across 4 Utilities - Regulated Electric names. DUK ranks #1 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	3,793	$480,117
2	SO	Southern Co	4,906	$469,553
3	AEP	American Electric Power Co Inc	3,408	$466,248
4	NEE	Nextera Energy Inc	3,022	$265,240

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$480,117	3,793	-2.6%	Shares	Sole	2026-07-21
2026-03-31	$510,142	3,896	-31.9%	Shares	Sole	2026-04-23
2025-12-31	$670,089	5,717	-0.9%	Shares	Sole	2026-01-22
2025-09-30	$713,913	5,769	-0.1%	Shares	Sole	2025-10-29
2025-06-30	$681,332	5,774	+3.7%	Shares	Sole	2025-08-07
2025-03-31	$679,006	5,567	+28.3%	Shares	Sole	2025-04-24
2024-12-31	$467,591	4,340	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.