Duke Energy CORP

INDEPENDENT FINANCIAL GROUP, LLC DUK

Report date

6/30/2026

Quarter

2026 Q2

Filed

7/15/2026

Shares

11,565

Value ($000)

1,464

Weight

0.0%

2021 Q1 - 2026 Q2 (22 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2026 Q2	7/15/2026	1,464	0.0%	11,565	6/30/2026
2026 Q1	5/15/2026	1,495	0.0%	11,419	3/31/2026
2025 Q4	5/14/2026	1,318	0.0%	11,248	12/31/2025
2025 Q3	5/15/2026	1,410	0.0%	11,396	9/30/2025
2025 Q2	5/15/2026	1,328	0.0%	11,252	6/30/2025
2025 Q1	5/19/2026	1,358	0.0%	11,131	3/31/2025
2024 Q4	6/12/2026	788	0.0%	7,315	12/31/2024
2024 Q3	6/12/2026	840	0.0%	7,282	9/30/2024
2024 Q2	6/12/2026	715	0.0%	7,134	6/30/2024
2024 Q1	6/12/2026	733	0.0%	7,576	3/31/2024
2023 Q4	6/12/2026	730	0.0%	7,528	12/31/2023
2023 Q3	6/12/2026	678	0.0%	7,676	9/30/2023
2023 Q2	6/12/2026	672	0.0%	7,492	6/30/2023
2023 Q1	6/12/2026	652	0.1%	6,758	3/31/2023
2022 Q4	6/12/2026	679	0.1%	6,592	12/31/2022
2022 Q3	6/12/2026	656	0.1%	7,055	9/30/2022
2022 Q2	6/12/2026	560	0.1%	5,218	6/30/2022
2022 Q1	6/12/2026	565	0.0%	5,055	3/31/2022
2021 Q4	6/15/2026	533	0.0%	5,078	12/31/2021
2021 Q3	6/15/2026	292	0.0%	2,988	9/30/2021
2021 Q2	6/15/2026	274	0.0%	2,776	6/30/2021
2021 Q1	6/15/2026	248	0.0%	2,568	3/31/2021