SEC 13F Intelligence

Founders Financial Alliance, LLC / DUK

Founders Financial Alliance, LLC’s Duke Energy Corp New Position

Does Founders Financial Alliance, LLC own Duke Energy Corp New (DUK)? Yes — 60.1K shares worth $8M (+1.42% of its 13F portfolio) as of Q1 2026, up from 58.3K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
60.1K
% of Portfolio
+1.42%
Quarters Held
23
currently held

Position History DUK

Reported value by quarter
Q3 ’20: $4MQ3 ’20Q4 ’20: $4MQ1 ’21: $5MQ2 ’21: $5MQ2 ’21Q3 ’21: $5MQ4 ’21: $5MQ1 ’22: $5MQ1 ’22Q2 ’22: $3MQ3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ3 ’23: $5MQ3 ’23Q4 ’23: $5MQ1 ’24: $5MQ2 ’24: $6MQ2 ’24Q3 ’24: $7MQ4 ’24: $6MQ1 ’25: $7MQ1 ’25Q2 ’25: $7MQ3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202660.1K$8M+1.42%
Q4 202558.3K$7M+1.29%
Q3 202557.3K$7M+1.34%
Q2 202555.7K$7M+1.50%
Q1 202555.5K$7M+1.64%
Q4 202454.2K$6M+1.61%
Q3 202456.6K$7M+1.82%
Q2 202456.0K$6M+1.67%
Q1 202454.1K$5M+1.57%
Q4 202352.0K$5M+1.96%
Q3 202354.8K$5M+2.11%
Q2 202352.0K$5M+1.84%
Q1 202347.1K$5M+2.28%
Q4 202251.6K$5M+2.44%
Q3 202250.2K$5M+2.38%
Q2 202226.4K$3M+1.44%
Q1 202249.1K$5M+2.44%
Q4 202147.9K$5M+2.02%
Q3 202147.3K$5M+2.16%
Q2 202147.6K$5M+2.13%
Q1 202147.7K$5M+2.35%
Q4 202046.7K$4M+2.42%
Q3 202046.8K$4M+2.52%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Founders Financial Alliance, LLC’s full portfolio or all institutional holders of DUK.