Three Magnolias Financial Advisors, LLC
Position in DUK — Duke Energy CORP
CIK 2056795
WINSTON-SALEM, NC
Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$967,197
-$20,090 QoQ
Shares Held
7,641
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#1,118
of 2,446 holders
Holding Since
Dec 2024
7 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, 2026Three Magnolias Financial Advisors, LLC holds $1,869,871 across 3 Utilities - Regulated Electric names. DUK ranks #1 (51.7% of the industry book) .
All Filings in DUK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $967,197 | 7,641 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $987,287 | 7,540 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $913,300 | 7,792 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $967,972 | 7,822 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $922,878 | 7,821 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $953,805 | 7,820 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $547,642 | 5,083 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||