TCI Wealth Advisors, Inc.

Position in DUK — Duke Energy CORP

CIK 1583751 Tucson, AZ

Position in DUK

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$230,454

+$488 QoQ

Shares Held

1,760

-10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

TCI Wealth Advisors, Inc. holds $2,032,469 across 5 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	PNW	Pinnacle West Capital Corp	5,101	$545,807
2	XEL	Xcel Energy Inc	6,201	$497,940
3	SO	Southern Co	4,643	$444,381
4	DTE	Dte Energy Co	1,880	$286,455
5	AEP	American Electric Power Co Inc	1,885	$257,886

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$230,454	1,760	-10.3%	Shares	Sole	2026-04-27
2025-12-31	$229,966	1,962	+9.5%	Shares	Sole	2026-02-02
2025-09-30	$221,636	1,791	+0.1%	Shares	Sole	2025-10-14
2025-06-30	$211,220	1,790	0.0%	Shares	Sole	2025-07-16
2025-03-31	$218,326	1,790	-12.3%	Shares	Sole	2025-04-21
2024-12-31	$219,789	2,040	-0.3%	Shares	Sole	2025-01-23
2024-09-30	$236,019	2,047	-25.2%	Shares	Sole	2024-10-24
2024-06-30	$274,129	2,735	+144.6%	Shares	Sole	2024-07-30
2023-03-31	$107,853	1,118	+1.4%	Shares	Sole	2023-05-03
2022-12-31	$113,597	1,103	+11.4%	Shares	Sole	2023-02-07
2022-09-30	$92,089	990	-33.8%	Shares	Sole	2022-11-08
2022-06-30	$160,278	1,495	+3.3%	Shares	Sole	2022-07-19
2022-03-31	$161,572	1,447	+28.5%	Shares	Sole	2022-04-29
2021-12-31	$118,117	1,126	-17.5%	Shares	Sole	2022-01-24
2021-09-30	$133,210	1,365	+4.2%	Shares	Sole	2021-10-29
2021-06-30	$129,323	1,310	+7.6%	Shares	Sole	2021-08-02
2021-03-31	$117,477	1,217	+1.9%	Shares	Sole	2021-04-29
2020-12-31	$109,322	1,194	+9.3%	Shares	Sole	2021-01-21
2020-09-30	$96,707	1,092	+12.2%	Shares	Sole	2020-10-20
2020-06-30	$77,732	973	-1.3%	Shares	Sole	2020-07-20
2020-03-31	$79,747	986	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.