Focus Partners Wealth

Position in DUK — Duke Energy CORP

CIK 1542153 ST LOUIS, MO

Position in DUK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$146,172,558

-$4,121,290 QoQ

Shares Held

1,154,784

+0.6% QoQ

Ownership

0.148%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#67

of 2,446 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 79% Shared 1% None 20%

Utilities · as of Jun 30, 2026

Focus Partners Wealth holds $705,457,085 across 32 Utilities - Regulated Electric names. DUK ranks #1 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	1,154,784	$146,172,558
2	SO	Southern Co	1,407,819	$134,742,356
3	NEE	Nextera Energy Inc	1,170,089	$102,698,711
4	D	Dominion Energy, Inc	760,846	$51,958,173
5	PCG	PG&E Corp	2,947,922	$49,584,048
6	DTE	Dte Energy Co	268,718	$40,944,561
7	EVRG	Evergy, Inc.	412,886	$35,685,736
8	EIX	Edison International	262,903	$19,573,128

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$146,172,558	1,154,784	+0.6%	Shares	Sole	2026-08-12
2026-03-31	$150,293,848	1,147,807	+12.3%	Shares	Sole	2026-05-15
2025-12-31	$119,788,151	1,021,996	+6.4%	Shares	Sole	2026-02-13
2025-09-30	$118,880,313	960,649	+23.0%	Shares	Sole	2025-11-14
2025-06-30	$92,124,252	780,714	+5.4%	Shares	Sole	2025-08-14
2025-03-31	$90,334,641	740,630	+5.1%	Shares	Sole	2025-05-20
2024-12-31	$75,894,534	704,423	+11.2%	Shares	Sole	2025-05-20
2024-09-30	$73,009,343	633,212	+54.3%	Shares	Sole	2024-11-14
2024-06-30	$41,134,091	410,397	+353.7%	Shares	Sole	2024-08-15
2024-03-31	$8,748,580	90,462	+18.8%	Shares	Sole	2024-05-16
2023-12-31	$7,386,587	76,119	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.