Charter Capital Management, LLC\DE

Position in DUK — Duke Energy CORP

CIK 2076040 BROOKFIELD, WI

Position in DUK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$328,095

+$1,662 QoQ

Shares Held

2,592

+4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#1,769

of 2,446 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Charter Capital Management, LLC\DE holds $2,804,930 across 4 Utilities - Regulated Electric names. DUK ranks #4 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	11,037	$1,288,790
2	LNT	Alliant Energy Corp	8,816	$672,572
3	NEE	Nextera Energy Inc	5,873	$515,473
4	DUK	Duke Energy CORP This page	2,592	$328,095

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,095	2,592	+4.0%	Shares	Sole	2026-07-24
2026-03-31	$326,433	2,493	-18.0%	Shares	Sole	2026-04-27
2025-09-30	$376,447	3,042	0.0%	Shares	Sole	2025-10-28
2025-06-30	$358,956	3,042	—	Shares	Sole	2025-07-15
No filing history on record for this holder in this stock.