Focused Wealth Management, Inc

Position in DUK — Duke Energy CORP

CIK 1586052 Newburgh, NY

Position in DUK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$555,179

-$4,720 QoQ

Shares Held

4,386

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,411

of 2,446 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Focused Wealth Management, Inc holds $2,648,073 across 6 Utilities - Regulated Electric names. DUK ranks #2 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	9,197	$807,220
2	DUK	Duke Energy CORP This page	4,386	$555,179
3	ED	Consolidated Edison Inc	4,378	$484,338
4	EIX	Edison International	4,898	$364,656
5	EXC	Exelon Corp	4,910	$228,904
6	ES	Eversource Energy	2,875	$207,776

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$555,179	4,386	+2.6%	Shares	Sole	2026-08-07
2026-03-31	$559,899	4,276	+11.3%	Shares	Sole	2026-04-20
2025-12-31	$450,320	3,842	+6.8%	Shares	Sole	2026-01-29
2025-09-30	$445,128	3,597	+94.0%	Shares	Sole	2025-10-10
2025-06-30	$218,772	1,854	-33.2%	Shares	Sole	2025-07-15
2025-03-31	$338,344	2,774	+455.9%	Shares	Sole	2025-05-01
2023-12-31	$48,422	499	+0.6%	Shares	Sole	2024-01-10
2023-09-30	$43,776	496	+0.6%	Shares	Sole	2023-11-01
2023-06-30	$44,241	493	-23.0%	Shares	Sole	2023-08-08
2023-03-31	$61,740	640	+153.0%	Shares	Sole	2023-04-13
2022-12-31	$26,056	253	+31.1%	Shares	Sole	2023-01-13
2022-09-30	$17,952	193	0.0%	Shares	Sole	2022-10-20
2022-06-30	$20,691	193	0.0%	Shares	Sole	2022-08-04
2022-03-31	$21,550	193	0.0%	Shares	Sole	2022-04-29
2021-12-31	$20,245	193	-16.5%	Shares	Sole	2022-01-31
2021-09-30	$22,543	231	+19.7%	Shares	Sole	2021-10-12
2021-06-30	$19,052	193	0.0%	Shares	Sole	2021-07-15
2021-03-31	$18,630	193	-11.5%	Shares	Sole	2021-05-03
2020-12-31	$19,960	218	-14.5%	Shares	Sole	2021-02-03
2020-09-30	$22,582	255	-20.8%	Shares	Sole	2020-10-19
2020-06-30	$25,724	322	+26.3%	Shares	Sole	2020-07-24
2020-03-31	$20,624	255	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.