Belleair Asset Management, LLC

Position in DUK — Duke Energy CORP

CIK 2108102 BELLEAIR BLUFFS, FL

Position in DUK

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$338,601

-$11,663 QoQ

Shares Held

2,675

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.46%

of 13F equity value

Holder Rank

#1,736

of 2,440 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Belleair Asset Management, LLC holds $1,240,032 across 4 Utilities - Regulated Electric names. DUK ranks #2 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	3,994	$350,553
2	DUK	Duke Energy CORP This page	2,675	$338,601
3	SO	Southern Co	3,455	$330,678
4	CNP	Centerpoint Energy Inc	5,000	$220,200

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$338,601	2,675	0.0%	Shares	Sole	2026-07-15
2026-03-31	$350,264	2,675	-0.9%	Shares	Sole	2026-04-15
2025-12-31	$316,467	2,700	—	Shares	Sole	2026-01-30
No filing history on record for this holder in this stock.