SHEETS SMITH WEALTH MANAGEMENT

Position in DUK — Duke Energy CORP

CIK 1157436 WINSTON-SALEM, NC

Position in DUK

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$3,533,733

-$137,955 QoQ

Shares Held

27,917

-0.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#621

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

SHEETS SMITH WEALTH MANAGEMENT holds $5,795,061 across 4 Utilities - Regulated Electric names. DUK ranks #1 (61.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	27,917	$3,533,733
2	SO	Southern Co	12,049	$1,153,209
3	NEE	Nextera Energy Inc	7,841	$688,204
4	D	Dominion Energy, Inc	6,149	$419,915

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,533,733	27,917	-0.4%	Shares	Sole	2026-07-13
2026-03-31	$3,671,688	28,041	+0.2%	Shares	Sole	2026-04-16
2025-12-31	$3,281,762	27,999	+1.3%	Shares	Sole	2026-01-20
2025-09-30	$3,419,707	27,634	+0.2%	Shares	Sole	2025-10-16
2025-06-30	$3,254,204	27,578	+0.2%	Shares	Sole	2025-07-15
2025-03-31	$3,356,248	27,517	+0.3%	Shares	Sole	2025-04-23
2024-12-31	$2,955,523	27,432	-0.2%	Shares	Sole	2025-01-17
2024-09-30	$3,169,020	27,485	-7.9%	Shares	Sole	2024-11-01
2024-06-30	$2,990,762	29,839	+0.8%	Shares	Sole	2024-07-30
2024-03-31	$2,862,712	29,601	+0.9%	Shares	Sole	2024-05-08
2023-12-31	$2,847,638	29,345	-2.3%	Shares	Sole	2024-02-06
2023-09-30	$2,650,889	30,035	-0.7%	Shares	Sole	2023-10-23
2023-06-30	$2,713,378	30,236	+1.9%	Shares	Sole	2023-08-09
2023-03-31	$2,862,361	29,671	-0.3%	Shares	Sole	2023-05-26
2022-12-31	$3,065,394	29,764	+3.4%	Shares	Sole	2023-03-08
2022-09-30	$2,676,650	28,775	+1.3%	Shares	Sole	2022-11-01
2022-06-30	$3,045,621	28,408	-1.3%	Shares	Sole	2022-07-27
2022-03-31	$3,214,691	28,790	-2.5%	Shares	Sole	2022-05-02
2021-12-31	$3,096,648	29,520	-0.1%	Shares	Sole	2022-01-20
2021-09-30	$2,883,589	29,548	-1.9%	Shares	Sole	2021-10-15
2021-06-30	$2,974,433	30,130	-0.2%	Shares	Sole	2021-08-03
2021-03-31	$2,913,275	30,180	+1.0%	Shares	Sole	2021-04-23
2020-12-31	$2,735,355	29,875	+0.0%	Shares	Sole	2021-01-13
2020-09-30	$2,645,198	29,869	+3.6%	Shares	Sole	2020-10-26
2020-06-30	$2,304,187	28,842	+10.1%	Shares	Sole	2020-07-17
2020-03-31	$2,118,732	26,196	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.