CWM, LLC

Position in DUK — Duke Energy CORP

CIK 1535847 OMAHA, NE

Position in DUK

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$27,450,916

+$2,309,606 QoQ

Shares Held

209,645

-2.3% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Mar 31, 2026

CWM, LLC holds $290,059,014 across 38 Utilities - Regulated Electric names. DUK ranks #5 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	2,351,877	$41,322,478
2	EIX	Edison International	553,439	$40,500,666
3	AEP	American Electric Power Co Inc	250,243	$32,801,852
4	ED	Consolidated Edison Inc	251,126	$28,422,440
5	DUK	Duke Energy CORP This page	209,645	$27,450,916
6	NEE	Nextera Energy Inc	261,178	$24,258,212
7	EVRG	Evergy, Inc.	280,007	$22,938,173
8	SO	Southern Co	158,138	$15,263,479

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$27,450,916	209,645	-2.3%	Shares	Sole	2026-05-14
2025-12-31	$25,141,310	214,498	+2.3%	Shares	Sole	2026-01-26
2025-09-30	$25,949,632	209,694	+12.8%	Shares	Sole	2025-10-15
2025-06-30	$21,937,380	185,910	+357.7%	Shares	Sole	2025-07-25
2025-03-31	$4,954,543	40,621	-3.3%	Shares	Sole	2025-05-01
2024-12-31	$4,524,864	41,998	-3.7%	Shares	Sole	2025-02-04
2024-09-30	$5,026,388	43,594	+3.2%	Shares	Sole	2024-10-08
2024-06-30	$4,234,917	42,252	+4.6%	Shares	Sole	2024-07-10
2024-03-31	$3,908,147	40,411	+8.1%	Shares	Sole	2024-04-05
2023-12-31	$3,626,190	37,368	+12.6%	Shares	Sole	2024-02-01
2023-09-30	$2,929,084	33,187	-3.4%	Shares	Sole	2023-10-11
2023-06-30	$3,083,017	34,355	+0.7%	Shares	Sole	2023-08-03
2023-03-31	$3,289,916	34,103	+23.2%	Shares	Sole	2023-05-01
2022-12-31	$2,851,587	27,688	-19.1%	Shares	Sole	2023-02-01
2022-09-30	$3,181,656	34,204	+30.0%	Shares	Sole	2022-10-27
2022-06-30	$2,821,338	26,316	+13.8%	Shares	Sole	2022-07-28
2022-03-31	$2,581,690	23,121	+10.0%	Shares	Sole	2022-04-21
2021-12-31	$2,204,683	21,017	-93.1%	Shares	Sole	2022-01-31
2021-06-30	$30,271,303	306,638	0.0%	Shares	Sole	2021-09-15
2021-03-31	$29,599,766	306,638	0.0%	Shares	Sole	2021-09-15
2020-12-31	$28,075,775	306,638	0.0%	Shares	Sole	2021-09-15
2020-09-30	$27,155,861	306,638	0.0%	Shares	Sole	2021-09-15
2020-06-30	$24,497,309	306,638	0.0%	Shares	Sole	2021-09-15
2020-03-31	$24,800,881	306,638	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.