Private Wealth Partners, LLC

Position in DUK — Duke Energy CORP

CIK 1335851 MILL VALLEY, CA

Position in DUK

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

Position Value

$1,773,765

-$123,686 QoQ

Shares Held

14,013

-3.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#863

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

Private Wealth Partners, LLC holds $5,443,617 across 5 Utilities - Regulated Electric names. DUK ranks #2 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	21,343	$1,873,275
2	DUK	Duke Energy CORP This page	14,013	$1,773,765
3	ETR	Entergy Corp /De/	9,700	$1,114,142
4	D	Dominion Energy, Inc	7,050	$481,444
5	SO	Southern Co	2,100	$200,991

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,773,765	14,013	-3.3%	Shares	Sole	2026-08-03
2026-03-31	$1,897,451	14,491	+0.1%	Shares	Sole	2026-04-28
2025-12-31	$1,696,380	14,473	-1.2%	Shares	Sole	2026-01-27
2025-09-30	$1,813,556	14,655	0.0%	Shares	Sole	2025-11-04
2025-06-30	$1,729,290	14,655	-0.4%	Shares	Sole	2025-08-01
2025-03-31	$1,793,812	14,707	-2.5%	Shares	Sole	2025-04-22
2024-12-31	$1,624,934	15,082	-5.6%	Shares	Sole	2025-02-03
2024-09-30	$1,842,724	15,982	+0.6%	Shares	Sole	2024-10-29
2024-06-30	$1,592,554	15,889	-0.1%	Shares	Sole	2024-08-08
2024-03-31	$1,537,785	15,901	+2.3%	Shares	Sole	2024-05-09
2023-12-31	$1,509,069	15,551	+16.3%	Shares	Sole	2024-02-02
2023-09-30	$1,180,565	13,376	-4.8%	Shares	Sole	2023-11-07
2023-06-30	$1,260,667	14,048	+1.4%	Shares	Sole	2023-08-03
2023-03-31	$1,336,591	13,855	-15.4%	Shares	Sole	2023-05-04
2022-12-31	$1,685,843	16,369	+1.8%	Shares	Sole	2023-01-25
2022-09-30	$1,495,203	16,074	-0.6%	Shares	Sole	2022-10-27
2022-06-30	$1,734,014	16,174	-0.3%	Shares	Sole	2022-08-02
2022-03-31	$1,810,901	16,218	-4.1%	Shares	Sole	2022-05-02
2021-12-31	$1,773,859	16,910	+16.9%	Shares	Sole	2022-02-07
2021-09-30	$1,411,444	14,463	-1.4%	Shares	Sole	2021-11-12
2021-06-30	$1,447,531	14,663	+1.0%	Shares	Sole	2021-08-12
2021-03-31	$1,400,939	14,513	+4.7%	Shares	Sole	2021-05-04
2020-12-31	$1,269,021	13,860	+7.8%	Shares	Sole	2021-02-03
2020-09-30	$1,138,881	12,860	+0.2%	Shares	Sole	2020-10-29
2020-06-30	$1,025,787	12,840	-4.0%	Shares	Sole	2020-07-31
2020-03-31	$1,082,174	13,380	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.