SEC 13F Intelligence

Constant Guidance Financial LLC / DUK

Constant Guidance Financial LLC’s Duke Energy Corp New Position

Does Constant Guidance Financial LLC own Duke Energy Corp New (DUK)? Yes12.6K shares worth $2M (+1.14% of its 13F portfolio) as of Q1 2026, up from 8.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
12.6K
% of Portfolio
+1.14%
Quarters Held
2
currently held

Position History DUK

Reported value by quarter
Q4 ’25: $972,843Q4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.6K$2M+1.14%
Q4 20258.3K$972,843+0.68%

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