SHERMAN PORFOLIOS, LLC

Position in DUK — Duke Energy CORP

CIK 2096483 COEUR D'ALENE, ID

Position in DUK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,487,749

-$221,627 QoQ

Shares Held

43,354

-0.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#478

of 2,440 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SHERMAN PORFOLIOS, LLC holds $11,361,898 across 3 Utilities - Regulated Electric names. DUK ranks #2 (48.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	58,431	$5,592,431
2	DUK	Duke Energy CORP This page	43,354	$5,487,749
3	EIX	Edison International	3,784	$281,718

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,487,749	43,354	-0.6%	Shares	Sole	2026-08-12
2026-03-31	$5,709,376	43,603	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.