EADS & HEALD WEALTH MANAGEMENT

Position in DUK — Duke Energy CORP

CIK 1035912 ATLANTA, GA

Position in DUK

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$261,094

+$19,759 QoQ

Shares Held

1,994

-3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$261,094	1,994	-3.2%	Shares	Sole	2026-04-29
2025-12-31	$241,335	2,059	+16.0%	Shares	Sole	2026-01-29
2025-09-30	$219,656	1,775	-0.3%	Shares	Sole	2025-10-22
2025-06-30	$210,040	1,780	-7.5%	Shares	Sole	2025-07-22
2025-03-31	$234,670	1,924	0.0%	Shares	Sole	2025-04-25
2024-12-31	$207,291	1,924	0.0%	Shares	Sole	2025-01-17
2024-09-30	$221,837	1,924	-7.1%	Shares	Sole	2024-10-28
2024-03-31	$200,383	2,072	-26.8%	Shares	Sole	2024-04-23
2023-12-31	$274,526	2,829	-3.2%	Shares	Sole	2024-01-30
2023-09-30	$257,895	2,922	+3.2%	Shares	Sole	2023-10-27
2023-06-30	$254,143	2,832	0.0%	Shares	Sole	2023-07-25
2023-03-31	$273,203	2,832	+12.5%	Shares	Sole	2023-04-21
2022-12-31	$259,225	2,517	+1.0%	Shares	Sole	2023-01-27
2022-09-30	$231,805	2,492	0.0%	Shares	Sole	2022-10-27
2022-06-30	$267,167	2,492	-2.2%	Shares	Sole	2022-07-26
2022-03-31	$284,398	2,547	-0.2%	Shares	Sole	2022-04-27
2021-12-31	$267,809	2,553	+5.1%	Shares	Sole	2022-01-31
2021-09-30	$236,948	2,428	-0.2%	Shares	Sole	2021-10-27
2021-06-30	$240,185	2,433	-3.8%	Shares	Sole	2021-07-30
2021-03-31	$244,027	2,528	+1.0%	Shares	Sole	2021-04-29
2020-12-31	$229,174	2,503	-10.0%	Shares	Sole	2021-02-02
2020-09-30	$246,373	2,782	-0.8%	Shares	Sole	2020-11-02
2020-06-30	$224,011	2,804	+1.1%	Shares	Sole	2020-07-29
2020-03-31	$224,361	2,774	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.