LVW Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1576053 PITTSFORD, NY

Position in DUK

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,502,631

-$30,414 QoQ

Shares Held

11,871

+1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#942

of 2,446 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LVW Advisors, LLC holds $9,565,639 across 11 Utilities - Regulated Electric names. DUK ranks #3 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	12,538	$1,715,323
2	WEC	Wec Energy Group, Inc.	14,446	$1,686,859
3	DUK	Duke Energy CORP This page	11,871	$1,502,631
4	NEE	Nextera Energy Inc	16,697	$1,465,495
5	SO	Southern Co	9,471	$906,469
6	ETR	Entergy Corp /De/	6,619	$760,258
7	PEG	Public Service Enterprise Group Inc	6,674	$541,661
8	XEL	Xcel Energy Inc	3,352	$269,165

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,502,631	11,871	+1.4%	Shares	Sole	2026-07-15
2026-03-31	$1,533,045	11,708	-35.5%	Shares	Sole	2026-04-20
2025-12-31	$2,128,064	18,156	-7.3%	Shares	Sole	2026-01-14
2025-09-30	$2,424,633	19,593	-5.6%	Shares	Sole	2025-10-20
2025-06-30	$2,448,028	20,746	+5.6%	Shares	Sole	2025-07-17
2025-03-31	$2,396,222	19,646	+5.0%	Shares	Sole	2025-04-09
2024-12-31	$2,015,599	18,708	+4.2%	Shares	Sole	2025-01-16
2024-09-30	$2,070,096	17,954	+5.1%	Shares	Sole	2024-10-09
2024-06-30	$1,712,028	17,081	+10.2%	Shares	Sole	2024-07-15
2024-03-31	$1,499,585	15,506	+71.6%	Shares	Sole	2024-04-18
2023-12-31	$876,853	9,036	+112.5%	Shares	Sole	2024-01-16
2023-09-30	$375,369	4,253	—	Shares	Sole	2023-10-11
No filing history on record for this holder in this stock.