Triangle Securities Wealth Management

Broker-Dealer

Position in DUK — Duke Energy CORP

CIK 1541353 RALEIGH, NC

Position in DUK

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$3,648,162

-$147,395 QoQ

Shares Held

28,821

-0.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.49%

of 13F equity value

Holder Rank

#609

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Triangle Securities Wealth Management holds $8,375,135 across 4 Utilities - Regulated Electric names. DUK ranks #1 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	28,821	$3,648,162
2	NEE	Nextera Energy Inc	35,800	$3,142,166
3	WEC	Wec Energy Group, Inc.	7,739	$903,683
4	D	Dominion Energy, Inc	9,974	$681,124

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,648,162	28,821	-0.6%	Shares	Sole	2026-07-14
2026-03-31	$3,795,557	28,987	-0.5%	Shares	Sole	2026-04-20
2025-12-31	$3,414,444	29,131	-2.8%	Shares	Sole	2026-01-13
2025-09-30	$3,709,530	29,976	+3.6%	Shares	Sole	2025-10-15
2025-06-30	$3,415,274	28,943	-6.1%	Shares	Sole	2025-07-10
2025-03-31	$3,759,603	30,824	+0.8%	Shares	Sole	2025-04-10
2024-12-31	$3,295,658	30,589	+3.4%	Shares	Sole	2025-01-15
2024-09-30	$3,409,305	29,569	-2.3%	Shares	Sole	2024-11-14
2024-06-30	$3,033,861	30,269	+7.1%	Shares	Sole	2024-07-10
2024-03-31	$2,734,475	28,275	+4.7%	Shares	Sole	2024-04-10
2023-12-31	$2,621,341	27,013	+5.2%	Shares	Sole	2024-01-10
2023-09-30	$2,266,516	25,680	+1.6%	Shares	Sole	2023-10-10
2023-06-30	$2,268,627	25,280	-1.1%	Shares	Sole	2023-07-13
2023-03-31	$2,465,097	25,553	-1.2%	Shares	Sole	2023-04-20
2022-12-31	$2,662,600	25,853	+1.3%	Shares	Sole	2023-01-11
2022-09-30	$2,373,312	25,514	-1.3%	Shares	Sole	2022-10-19
2022-06-30	$2,770,413	25,841	-0.7%	Shares	Sole	2022-07-11
2022-03-31	$2,904,388	26,011	-0.1%	Shares	Sole	2022-04-13
2021-12-31	$2,731,176	26,036	-0.1%	Shares	Sole	2022-01-14
2021-09-30	$2,543,097	26,059	+0.4%	Shares	Sole	2021-10-14
2021-06-30	$2,563,462	25,967	+0.0%	Shares	Sole	2021-07-12
2021-03-31	$2,506,015	25,961	+1.8%	Shares	Sole	2021-04-12
2020-12-31	$2,335,695	25,510	-1.7%	Shares	Sole	2021-01-11
2020-09-30	$2,297,777	25,946	+2.3%	Shares	Sole	2020-10-09
2020-06-30	$2,027,128	25,374	+13.6%	Shares	Sole	2020-07-08
2020-03-31	$1,806,535	22,336	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.