Smith Salley Wealth Management

Position in DUK — Duke Energy CORP

CIK 1482012 GREENSBORO, NC

Position in DUK

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$7,486,827

-$291,139 QoQ

Shares Held

59,147

-0.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#387

of 2,443 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Smith Salley Wealth Management holds $45,002,000 across 5 Utilities - Regulated Electric names. DUK ranks #2 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	364,690	$32,008,841
2	DUK	Duke Energy CORP This page	59,147	$7,486,827
3	AEP	American Electric Power Co Inc	31,251	$4,275,449
4	SO	Southern Co	10,380	$993,469
5	LNT	Alliant Energy Corp	3,112	$237,414

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,486,827	59,147	-0.4%	Shares	Sole	2026-07-23
2026-03-31	$7,777,966	59,401	+4.6%	Shares	Sole	2026-04-16
2025-12-31	$6,658,231	56,806	+4.0%	Shares	Sole	2026-01-27
2025-09-30	$6,759,472	54,622	+0.8%	Shares	Sole	2025-10-20
2025-06-30	$6,397,016	54,212	+4.7%	Shares	Sole	2025-07-17
2025-03-31	$6,312,801	51,757	+0.5%	Shares	Sole	2025-04-25
2024-12-31	$5,551,303	51,525	-1.0%	Shares	Sole	2025-01-15
2024-09-30	$6,000,327	52,041	+8.9%	Shares	Sole	2024-10-24
2024-06-30	$4,788,187	47,772	-18.5%	Shares	Sole	2024-07-29
2024-03-31	$5,667,786	58,606	-4.9%	Shares	Sole	2024-05-02
2023-12-31	$5,982,806	61,653	-7.8%	Shares	Other	2024-01-24
2023-09-30	$5,903,622	66,889	-14.8%	Shares	Other	2023-10-27
2023-06-30	$7,047,191	78,529	-2.0%	Shares	Other	2023-08-04
2023-03-31	$7,728,018	80,108	+1.6%	Shares	Sole	2023-05-03
2022-12-31	$8,122,203	78,864	+0.3%	Shares	Sole	2023-02-03
2022-09-30	$7,317,046	78,661	+0.4%	Shares	Other	2022-11-01
2022-06-30	$8,397,223	78,325	+5.2%	Shares	Other	2022-08-01
2022-03-31	$8,311,076	74,432	+1.0%	Shares	Other	2022-05-10
2021-12-31	$7,731,969	73,708	-0.7%	Shares	Other	2022-02-10
2021-09-30	$7,240,982	74,198	+13.5%	Shares	Sole	2021-11-05
2021-06-30	$6,455,497	65,392	+14.2%	Shares	Other	2021-08-09
2021-03-31	$5,529,044	57,278	-3.4%	Shares	Sole	2021-04-30
2020-12-31	$5,429,415	59,299	+0.3%	Shares	Sole	2021-01-28
2020-09-30	$5,233,718	59,098	+0.1%	Shares	Sole	2020-11-05
2020-06-30	$4,717,743	59,053	+1.9%	Shares	Other	2020-08-04
2020-03-31	$4,684,973	57,925	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.