Westover Capital Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1483467 WILMINGTON, DE

Position in DUK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$378,600

-$13,041 QoQ

Shares Held

2,991

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,663

of 2,446 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Westover Capital Advisors, LLC holds $2,155,310 across 6 Utilities - Regulated Electric names. DUK ranks #3 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	6,000	$689,160
2	NEE	Nextera Energy Inc	4,521	$396,808
3	DUK	Duke Energy CORP This page	2,991	$378,600
4	EVRG	Evergy, Inc.	2,800	$242,004
5	SO	Southern Co	2,500	$239,275
6	EXC	Exelon Corp	4,493	$209,463

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$378,600	2,991	0.0%	Shares	Sole	2026-08-04
2026-03-31	$391,641	2,991	+49.5%	Shares	Sole	2026-05-05
2025-12-31	$234,420	2,000	0.0%	Shares	Sole	2026-02-09
2025-09-30	$247,500	2,000	0.0%	Shares	Sole	2025-11-06
2025-06-30	$236,000	2,000	0.0%	Shares	Sole	2025-08-11
2025-03-31	$243,940	2,000	0.0%	Shares	Sole	2025-05-06
2024-12-31	$215,480	2,000	-4.8%	Shares	Sole	2025-02-06
2024-09-30	$242,130	2,100	+5.0%	Shares	Sole	2024-11-08
2024-06-30	$200,460	2,000	-35.5%	Shares	Sole	2024-08-08
2022-12-31	$319,269	3,100	-12.2%	Shares	Sole	2023-05-18
2022-09-30	$328,360	3,530	-2.0%	Shares	Sole	2022-11-14
2022-06-30	$386,277	3,603	-2.5%	Shares	Sole	2022-08-12
2022-03-31	$412,807	3,697	-11.3%	Shares	Sole	2022-05-13
2021-12-31	$437,433	4,170	-9.9%	Shares	Sole	2022-02-14
2021-09-30	$451,451	4,626	-2.4%	Shares	Sole	2021-11-15
2021-06-30	$468,130	4,742	-6.7%	Shares	Sole	2021-08-10
2021-03-31	$490,468	5,081	+11.7%	Shares	Sole	2021-05-18
2020-12-31	$416,414	4,548	-0.5%	Shares	Sole	2021-02-16
2020-09-30	$404,630	4,569	-88.0%	Shares	Sole	2020-11-19
2020-03-31	$3,087,674	38,176	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.