AmeriServ Wealth Advisors

Position in DUK — Duke Energy CORP

CIK 1102062 Johnstown, PA

Position in DUK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$238,096

-$102,216 QoQ

Shares Held

1,881

-27.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#1,980

of 2,446 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

AmeriServ Wealth Advisors holds $659,867 across 2 Utilities - Regulated Electric names. DUK ranks #2 (36.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	EXC	Exelon Corp	9,047	$421,771
2	DUK	Duke Energy CORP This page	1,881	$238,096

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$238,096	1,881	-27.6%	Shares	Sole	2026-08-03
2026-03-31	$340,312	2,599	+5.7%	Shares	Sole	2026-05-13
2025-12-31	$288,336	2,460	-13.7%	Shares	Other	2026-02-10
2025-09-30	$352,934	2,852	-0.7%	Shares	Other	2025-11-12
2025-06-30	$338,896	2,872	-0.6%	Shares	Other	2025-08-13
2025-03-31	$352,249	2,888	-6.6%	Shares	Other	2025-05-14
2024-12-31	$333,023	3,091	-26.5%	Shares	Other	2025-02-14
2023-09-30	$371,398	4,208	-8.2%	Shares	Sole	2023-11-09
2023-06-30	$411,188	4,582	-40.0%	Shares	Sole	2023-08-14
2023-03-31	$736,451	7,634	-15.8%	Shares	Sole	2023-05-04
2022-12-31	$933,295	9,062	-14.5%	Shares	Sole	2023-02-06
2022-09-30	$986,291	10,603	-0.2%	Shares	Sole	2022-10-31
2022-06-30	$1,139,427	10,628	-10.0%	Shares	Sole	2022-07-28
2022-03-31	$1,317,922	11,803	+20.7%	Shares	Sole	2022-05-03
2021-12-31	$1,025,397	9,775	+0.4%	Shares	Sole	2022-02-11
2021-09-30	$949,843	9,733	-4.2%	Shares	Sole	2021-11-05
2021-06-30	$1,003,488	10,165	-11.4%	Shares	Sole	2021-07-15
2021-03-31	$1,106,909	11,467	+7.6%	Shares	Sole	2021-05-04
2020-12-31	$975,754	10,657	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.