OPPENHEIMER & CO INC

Position in DUK — Duke Energy CORP

CIK 822581 NEW YORK, NY

Position in DUK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$11,596,500

-$85,966 QoQ

Shares Held

91,614

+2.7% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#309

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

OPPENHEIMER & CO INC holds $90,449,487 across 22 Utilities - Regulated Electric names. DUK ranks #2 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	313,708	$27,534,151
2	DUK	Duke Energy CORP This page	91,614	$11,596,500
3	PEG	Public Service Enterprise Group Inc	102,451	$8,314,923
4	AEP	American Electric Power Co Inc	59,170	$8,095,047
5	EVRG	Evergy, Inc.	81,312	$7,027,796
6	SO	Southern Co	66,365	$6,351,794
7	D	Dominion Energy, Inc	74,921	$5,116,355
8	WEC	Wec Energy Group, Inc.	20,238	$2,363,191

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,596,500	91,614	+2.7%	Shares	Sole	2026-08-03
2026-03-31	$11,682,466	89,220	-36.2%	Shares	Sole	2026-04-24
2025-12-31	$16,386,895	139,808	-7.1%	Shares	Sole	2026-02-02
2025-09-30	$18,615,217	150,426	+9.2%	Shares	Sole	2025-11-06
2025-06-30	$16,254,382	137,749	+44.3%	Shares	Sole	2025-07-31
2025-03-31	$11,641,060	95,442	+0.8%	Shares	Sole	2025-04-23
2024-12-31	$10,204,378	94,713	+0.7%	Shares	Sole	2025-02-05
2024-09-30	$10,847,078	94,077	+1.4%	Shares	Sole	2024-11-05
2024-06-30	$9,299,038	92,777	+6.7%	Shares	Sole	2024-08-08
2024-03-31	$8,407,580	86,936	+5.6%	Shares	Sole	2024-05-07
2023-12-31	$7,990,661	82,344	+11.5%	Shares	Sole	2024-02-13
2023-09-30	$6,517,912	73,849	-23.1%	Shares	Sole	2023-11-08
2023-06-30	$8,612,796	95,975	+23.0%	Shares	Sole	2023-08-03
2023-03-31	$7,528,518	78,040	+4.8%	Shares	Sole	2023-05-10
2022-12-31	$7,669,871	74,472	-23.9%	Shares	Sole	2023-02-08
2022-09-30	$9,104,890	97,881	+5.3%	Shares	Sole	2022-11-14
2022-06-30	$9,961,631	92,917	-0.2%	Shares	Sole	2022-08-08
2022-03-31	$10,391,079	93,060	-0.8%	Shares	Sole	2022-05-12
2021-12-31	$9,839,620	93,800	-0.7%	Shares	Sole	2022-02-02
2021-09-30	$9,220,595	94,483	-1.4%	Shares	Sole	2021-11-12
2021-06-30	$9,463,101	95,858	-12.4%	Shares	Sole	2021-08-03
2021-03-31	$10,560,575	109,402	+3.3%	Shares	Sole	2021-05-10
2020-12-31	$9,692,450	105,859	+2.6%	Shares	Sole	2021-02-11
2020-09-30	$9,140,631	103,214	+4.4%	Shares	Sole	2020-11-13
2020-06-30	$7,897,206	98,851	+0.0%	Shares	Sole	2020-08-11
2020-03-31	$7,994,017	98,838	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.