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 Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$84,270,381

+$7,688,420 QoQ

Shares Held

665,748

+13.8% QoQ

Ownership

0.085%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#100

of 2,446 holders

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $555,377,646 across 34 Utilities - Regulated Electric names. DUK ranks #1 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	665,748	$84,270,381
2	NEE	Nextera Energy Inc	755,696	$66,327,437
3	SO	Southern Co	570,498	$54,602,363
4	AEP	American Electric Power Co Inc	282,817	$38,692,193
5	EXC	Exelon Corp	807,705	$37,655,207
6	ED	Consolidated Edison Inc	338,224	$37,417,721
7	XEL	Xcel Energy Inc	401,620	$32,250,086
8	EIX	Edison International	410,379	$30,552,716

All Filings in DUK

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21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$84,270,381	665,748	+13.8%	Shares	Sole	2026-07-15
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.