MISSION WEALTH MANAGEMENT, LP

Position in DUK — Duke Energy CORP

CIK 1645382 Santa Barbara, CA

Position in DUK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,136,543

+$177,026 QoQ

Shares Held

16,879

+12.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#791

of 2,440 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $22,236,531 across 18 Utilities - Regulated Electric names. DUK ranks #4 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	44,927	$3,943,242
2	PEG	Public Service Enterprise Group Inc	31,602	$2,564,818
3	SO	Southern Co	23,627	$2,261,340
4	DUK	Duke Energy CORP This page	16,879	$2,136,543
5	AEP	American Electric Power Co Inc	14,599	$1,997,289
6	EIX	Edison International	22,416	$1,668,871
7	EXC	Exelon Corp	30,649	$1,428,856
8	XEL	Xcel Energy Inc	14,290	$1,147,487

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,136,543	16,879	+12.8%	Shares	Sole	2026-07-20
2026-03-31	$1,959,517	14,965	-3.4%	Shares	Sole	2026-05-15
2025-12-31	$1,814,996	15,485	-0.7%	Shares	Sole	2026-02-05
2025-09-30	$1,928,891	15,587	-1.9%	Shares	Sole	2025-11-04
2025-06-30	$1,875,728	15,896	+0.4%	Shares	Sole	2025-08-05
2025-03-31	$1,932,004	15,840	-6.8%	Shares	Sole	2025-04-17
2024-12-31	$1,831,041	16,995	-2.2%	Shares	Sole	2025-02-06
2024-09-30	$2,003,798	17,379	+15.2%	Shares	Sole	2024-10-31
2024-06-30	$1,512,170	15,087	-9.0%	Shares	Sole	2024-08-05
2024-03-31	$1,603,354	16,579	+12.4%	Shares	Sole	2024-04-30
2023-12-31	$1,430,854	14,745	+31.0%	Shares	Sole	2024-02-05
2023-09-30	$993,719	11,259	-2.1%	Shares	Sole	2023-10-24
2023-06-30	$1,032,099	11,501	+25.0%	Shares	Sole	2023-08-04
2023-03-31	$887,524	9,200	-18.3%	Shares	Sole	2023-04-07
2022-12-31	$1,159,461	11,258	+202.1%	Shares	Sole	2023-02-02
2022-09-30	$346,685	3,727	+48.2%	Shares	Sole	2022-10-12
2022-06-30	$269,633	2,515	-9.1%	Shares	Sole	2022-07-27
2022-03-31	$308,963	2,767	+1.5%	Shares	Sole	2022-04-25
2021-12-31	$286,062	2,727	-31.4%	Shares	Sole	2022-02-11
2021-09-30	$388,213	3,978	-39.9%	Shares	Sole	2021-11-05
2021-06-30	$653,427	6,619	+56.2%	Shares	Sole	2021-08-10
2021-03-31	$409,094	4,238	+19.1%	Shares	Sole	2021-05-10
2020-12-31	$325,862	3,559	-15.9%	Shares	Sole	2021-01-19
2020-09-30	$374,963	4,234	+33.4%	Shares	Sole	2020-10-16
2020-06-30	$253,650	3,175	—	Shares	Sole	2020-08-03
No filing history on record for this holder in this stock.