WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in DUK — Duke Energy CORP

CIK 1632972 PLYMOUTH, MN

Back to DUK Full portfolio

Position in DUK

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$76,581,961

-$9,576,765 QoQ

Shares Held

584,863

-20.4% QoQ

Ownership

0.075%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 10.5402461773099.ToString("F0")% Shared 0.ToString("F0")% None 89.4597538226901.ToString("F0")%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $482,207,133 across 33 Utilities - Regulated Electric names. DUK ranks #1 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	584,863	$76,581,961
2	NEE	Nextera Energy Inc	613,906	$57,019,589
3	SO	Southern Co	466,295	$45,006,793
4	AEP	American Electric Power Co Inc	339,972	$44,563,529
5	EXC	Exelon Corp	679,650	$33,316,443
6	XEL	Xcel Energy Inc	366,164	$29,088,068
7	EIX	Edison International	394,379	$28,860,655
8	PCG	PG&E Corp	1,494,739	$26,262,564

All Filings in DUK

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20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$76,581,961	584,863	-20.4%	Shares	Sole	2026-04-08
2025-12-31	$86,158,726	735,080	+3.4%	Shares	Sole	2026-01-08
2025-09-30	$87,986,002	710,998	+4.6%	Shares	Sole	2025-10-29
2025-06-30	$80,192,446	679,597	+7.6%	Shares	Sole	2025-07-10
2025-03-31	$77,032,105	631,566	+10.1%	Shares	Sole	2025-04-16
2024-12-31	$61,829,400	573,876	-3.6%	Shares	Sole	2025-03-17
2024-09-30	$68,673,717	595,609	+27.7%	Shares	Sole	2024-10-24
2024-06-30	$46,744,064	466,368	+7.2%	Shares	Sole	2024-07-16
2024-03-31	$42,084,033	435,157	+3.2%	Shares	Sole	2024-04-15
2023-12-31	$40,926,717	421,751	+0.9%	Shares	Sole	2024-01-30
2023-09-30	$36,903,624	418,124	+1790.4%	Shares	Sole	2023-11-13
2023-06-30	$1,984,869	22,118	+3.0%	Shares	Sole	2023-07-21
2023-03-31	$2,071,114	21,469	-55.9%	Shares	Sole	2023-04-25
2022-12-31	$5,016,024	48,704	+75.1%	Shares	Sole	2023-02-01
2022-09-30	$2,587,816	27,820	-67.8%	Shares	Sole	2022-10-17
2022-03-31	$9,659,483	86,508	+4.8%	Shares	Sole	2022-04-18
2021-12-31	$8,662,012	82,574	+575.4%	Shares	Sole	2022-02-08
2021-09-30	$1,193,135	12,226	-69.2%	Shares	Sole	2021-11-03
2021-06-30	$3,924,514	39,754	-23.3%	Shares	Sole	2021-08-10
2020-06-30	$4,142,855	51,857	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.