Wealthquest Corp

Position in DUK — Duke Energy CORP

CIK 1632968 CINCINNATI, OH

Position in DUK

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$469,358

-$10,798 QoQ

Shares Held

3,708

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,521

of 2,446 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Wealthquest Corp holds $1,827,248 across 4 Utilities - Regulated Electric names. DUK ranks #2 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	7,687	$674,687
2	DUK	Duke Energy CORP This page	3,708	$469,358
3	WEC	Wec Energy Group, Inc.	3,543	$413,716
4	AEE	Ameren Corp	2,384	$269,487

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$469,358	3,708	+1.1%	Shares	Sole	2026-07-23
2026-03-31	$480,156	3,667	0.0%	Shares	Sole	2026-05-07
2025-12-31	$429,809	3,667	+2.9%	Shares	Sole	2026-02-09
2025-06-30	$420,670	3,565	-20.5%	Shares	Sole	2025-08-13
2025-03-31	$547,279	4,487	-1.6%	Shares	Sole	2025-05-08
2024-12-31	$491,294	4,560	+1.8%	Shares	Sole	2025-01-16
2024-09-30	$516,659	4,481	-26.4%	Shares	Sole	2024-11-21
2024-06-30	$610,500	6,091	0.0%	Shares	Sole	2024-08-26
2024-03-31	$589,060	6,091	-2.3%	Shares	Sole	2024-05-09
2023-12-31	$604,947	6,234	-3.1%	Shares	Sole	2024-02-16
2023-09-30	$567,953	6,435	+56.2%	Shares	Sole	2023-11-15
2023-06-30	$369,728	4,120	+80.5%	Shares	Sole	2023-08-14
2023-03-31	$220,144	2,282	-6.8%	Shares	Sole	2023-05-04
2022-12-31	$252,119	2,448	-5.4%	Shares	Sole	2023-02-10
2022-09-30	$240,828	2,589	0.0%	Shares	Sole	2022-11-08
2022-06-30	$277,566	2,589	+3.4%	Shares	Sole	2022-08-12
2022-03-31	$279,708	2,505	0.0%	Shares	Sole	2022-08-18
2021-12-31	$262,774	2,505	+19.3%	Shares	Sole	2022-02-14
2021-06-30	$207,213	2,099	-0.7%	Shares	Sole	2021-08-10
2021-03-31	$204,064	2,114	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.