Dickmeyer Boyce Financial Management, Inc.

Position in DUK — Duke Energy CORP

CIK 2038325 FORT WAYNE, IN

Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,323,393

-$45,977 QoQ

Shares Held

10,455

-0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

#996

of 2,446 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Dickmeyer Boyce Financial Management, Inc. holds $4,359,978 across 5 Utilities - Regulated Electric names. DUK ranks #1 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	10,455	$1,323,393
2	AEP	American Electric Power Co Inc	8,564	$1,171,640
3	SO	Southern Co	7,745	$741,273
4	D	Dominion Energy, Inc	10,784	$736,439
5	PNW	Pinnacle West Capital Corp	3,619	$387,233

All Filings in DUK

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2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,323,393	10,455	-0.0%	Shares	Sole	2026-07-23
2026-03-31	$1,369,370	10,458	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.