ROTHSCHILD INVESTMENT LLC

Position in DUK — Duke Energy CORP

CIK 85338 CHICAGO, IL

Position in DUK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$4,584,727

-$213,700 QoQ

Shares Held

36,220

-1.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#545

of 2,440 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $55,327,376 across 33 Utilities - Regulated Electric names. DUK ranks #3 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	109,458	$10,476,225
2	ED	Consolidated Edison Inc	47,228	$5,224,833
3	DUK	Duke Energy CORP This page	36,220	$4,584,727
4	EIX	Edison International	50,100	$3,729,945
5	PCG	PG&E Corp	210,995	$3,548,935
6	D	Dominion Energy, Inc	51,734	$3,532,914
7	WEC	Wec Energy Group, Inc.	26,427	$3,085,880
8	ES	Eversource Energy	39,154	$2,829,659

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,584,727	36,220	-1.2%	Shares	Sole	2026-08-06
2026-03-31	$4,798,427	36,646	+6.5%	Shares	Sole	2026-05-07
2025-12-31	$4,033,078	34,409	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$4,253,411	34,371	+0.3%	Shares	Sole	2025-11-07
2025-06-30	$4,042,326	34,257	+1.7%	Shares	Sole	2025-08-11
2025-03-31	$4,107,827	33,679	+4.3%	Shares	Sole	2025-04-08
2024-12-31	$3,478,278	32,284	-1.1%	Shares	Sole	2025-02-04
2024-09-30	$3,763,622	32,642	-1.0%	Shares	Sole	2024-10-18
2024-06-30	$3,303,480	32,959	-0.3%	Shares	Sole	2024-07-31
2024-03-31	$3,197,909	33,067	+6.3%	Shares	Sole	2024-07-31
2023-12-31	$3,017,361	31,094	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.