WBH ADVISORY INC

Position in DUK — Duke Energy CORP

CIK 1259671 BALTIMORE, MD

Position in DUK

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$455,181

-$37,415 QoQ

Shares Held

3,596

-4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,535

of 2,440 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

WBH ADVISORY INC holds $2,465,316 across 5 Utilities - Regulated Electric names. DUK ranks #3 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	11,830	$1,038,319
2	AEP	American Electric Power Co Inc	3,702	$506,470
3	DUK	Duke Energy CORP This page	3,596	$455,181
4	EXC	Exelon Corp	5,493	$256,083
5	LNT	Alliant Energy Corp	2,743	$209,263

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$455,181	3,596	-4.4%	Shares	Sole	2026-08-05
2026-03-31	$492,596	3,762	-10.4%	Shares	Sole	2026-04-27
2025-12-31	$492,164	4,199	-1.0%	Shares	Sole	2026-01-26
2025-09-30	$524,823	4,241	+4.4%	Shares	Sole	2025-10-30
2025-06-30	$479,434	4,063	-4.7%	Shares	Sole	2025-07-30
2025-03-31	$520,080	4,264	-4.6%	Shares	Sole	2025-05-12
2024-12-31	$481,705	4,471	-12.9%	Shares	Sole	2025-01-31
2024-09-30	$591,719	5,132	-5.0%	Shares	Sole	2024-10-15
2024-06-30	$541,242	5,400	-6.4%	Shares	Sole	2024-07-11
2024-03-31	$558,210	5,772	-7.0%	Shares	Sole	2024-04-16
2023-12-31	$602,521	6,209	-1.1%	Shares	Sole	2024-01-09
2023-09-30	$554,361	6,281	-3.8%	Shares	Sole	2023-10-10
2023-06-30	$585,732	6,527	-5.7%	Shares	Sole	2023-07-12
2023-03-31	$668,054	6,925	-5.1%	Shares	Sole	2023-04-20
2022-09-30	$678,859	7,298	+0.1%	Shares	Sole	2022-10-18
2022-06-30	$781,668	7,291	-1.9%	Shares	Sole	2022-07-12
2022-03-31	$829,633	7,430	-3.6%	Shares	Sole	2022-04-29
2021-12-31	$808,779	7,710	+0.0%	Shares	Sole	2022-01-28
2021-09-30	$752,126	7,707	+0.1%	Shares	Sole	2021-10-25
2021-06-30	$760,341	7,702	-7.2%	Shares	Sole	2021-07-27
2021-03-31	$800,812	8,296	-2.7%	Shares	Sole	2021-04-19
2020-12-31	$780,823	8,528	-0.5%	Shares	Sole	2021-01-21
2020-09-30	$758,870	8,569	—	Shares	Sole	2020-10-27
No filing history on record for this holder in this stock.