FAS Wealth Partners, Inc.

Position in DUK — Duke Energy CORP

CIK 1596957 LEAWOOD, KS

Position in DUK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$5,324,967

+$181,906 QoQ

Shares Held

42,068

+7.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#492

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

FAS Wealth Partners, Inc. holds $16,365,990 across 8 Utilities - Regulated Electric names. DUK ranks #1 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	42,068	$5,324,967
2	NEE	Nextera Energy Inc	60,087	$5,273,835
3	SO	Southern Co	39,556	$3,785,904
4	EVRG	Evergy, Inc.	11,070	$956,780
5	EIX	Edison International	3,822	$284,547
6	PCG	PG&E Corp	16,628	$279,682
7	AEP	American Electric Power Co Inc	1,887	$258,160
8	AEE	Ameren Corp	1,788	$202,115

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,324,967	42,068	+7.1%	Shares	Sole	2026-07-29
2026-03-31	$5,143,061	39,278	+3.5%	Shares	Sole	2026-06-10
2025-12-31	$4,448,822	37,956	+4.9%	Shares	Sole	2026-02-18
2025-09-30	$4,479,255	36,196	+3.4%	Shares	Sole	2025-10-29
2025-06-30	$4,129,056	34,992	+4.9%	Shares	Sole	2025-08-14
2025-03-31	$4,067,821	33,351	+3.8%	Shares	Sole	2025-05-05
2024-12-31	$3,462,871	32,141	+2.8%	Shares	Sole	2025-02-14
2024-09-30	$3,604,969	31,266	+4.7%	Shares	Sole	2024-10-17
2024-06-30	$2,993,769	29,869	+2.9%	Shares	Sole	2024-07-29
2024-03-31	$2,808,071	29,036	+2.7%	Shares	Sole	2024-04-29
2023-12-31	$2,744,000	28,277	+11.6%	Shares	Sole	2024-01-23
2023-09-30	$2,236,861	25,344	+3.9%	Shares	Sole	2023-10-23
2023-06-30	$2,188,309	24,385	+7.6%	Shares	Sole	2023-08-08
2023-03-31	$2,185,624	22,656	+2.0%	Shares	Sole	2023-05-11
2022-12-31	$2,287,098	22,207	+12.2%	Shares	Sole	2023-02-01
2022-09-30	$1,841,423	19,796	+15.3%	Shares	Sole	2022-10-20
2022-06-30	$1,840,152	17,164	+11.7%	Shares	Sole	2022-08-02
2022-03-31	$1,716,214	15,370	+19.4%	Shares	Sole	2022-05-04
2021-12-31	$1,350,377	12,873	+30.9%	Shares	Sole	2022-02-11
2021-09-30	$959,992	9,837	+11.8%	Shares	Sole	2021-11-15
2021-06-30	$868,242	8,795	+20.6%	Shares	Sole	2021-07-29
2021-03-31	$703,703	7,290	-2.2%	Shares	Sole	2021-05-17
2020-12-31	$682,671	7,456	+0.9%	Shares	Sole	2021-02-10
2020-09-30	$654,635	7,392	+2.6%	Shares	Sole	2020-11-16
2020-06-30	$575,447	7,203	+0.2%	Shares	Sole	2020-07-21
2020-03-31	$581,284	7,187	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.