KESTRA PRIVATE WEALTH SERVICES, LLC

Position in DUK — Duke Energy CORP

CIK 1649451 AUSTIN, TX

Position in DUK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$9,820,709

+$333,321 QoQ

Shares Held

77,585

+7.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#332

of 2,446 holders

Holding Since

Sep 2020

24 quarters on record

Utilities · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $75,359,532 across 22 Utilities - Regulated Electric names. DUK ranks #2 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	278,369	$24,432,447
2	DUK	Duke Energy CORP This page	77,585	$9,820,709
3	AEP	American Electric Power Co Inc	56,760	$7,765,335
4	SO	Southern Co	75,860	$7,260,560
5	WEC	Wec Energy Group, Inc.	36,622	$4,276,350
6	PEG	Public Service Enterprise Group Inc	40,649	$3,299,072
7	ETR	Entergy Corp /De/	26,034	$2,990,265
8	D	Dominion Energy, Inc	40,172	$2,743,345

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,820,709	77,585	+7.1%	Shares	Sole	2026-07-28
2026-03-31	$9,487,388	72,456	-0.6%	Shares	Sole	2026-04-20
2025-12-31	$8,541,795	72,876	-0.8%	Shares	Sole	2026-01-29
2025-09-30	$9,091,788	73,469	-0.4%	Shares	Sole	2025-11-17
2025-06-30	$8,704,270	73,765	+3.3%	Shares	Sole	2025-08-07
2025-03-31	$8,710,853	71,418	+2.2%	Shares	Sole	2025-05-05
2024-12-31	$7,532,318	69,912	+8.9%	Shares	Sole	2025-01-28
2024-09-30	$7,399,146	64,173	-3.6%	Shares	Sole	2024-11-13
2024-06-30	$6,671,809	66,565	+12.3%	Shares	Sole	2024-08-12
2024-03-31	$5,732,678	59,277	+3.8%	Shares	Sole	2024-05-02
2023-12-31	$5,543,021	57,121	+7.2%	Shares	Sole	2024-02-05
2023-09-30	$4,701,257	53,266	+13.4%	Shares	Sole	2023-11-08
2023-06-30	$4,216,164	46,982	+27.4%	Shares	Sole	2023-08-08
2023-03-31	$3,556,655	36,868	+2.1%	Shares	Sole	2023-05-12
2022-12-31	$3,718,556	36,106	+3.0%	Shares	Sole	2023-02-01
2022-09-30	$3,260,909	35,056	+12.0%	Shares	Sole	2022-11-14
2022-06-30	$3,356,637	31,309	-8.5%	Shares	Sole	2022-08-12
2022-03-31	$3,819,665	34,208	+4.1%	Shares	Sole	2022-07-21
2021-12-31	$3,446,804	32,858	+7.8%	Shares	Sole	2022-07-21
2021-09-30	$2,973,372	30,468	+2.8%	Shares	Sole	2022-07-26
2021-06-30	$2,924,777	29,627	+4.5%	Shares	Sole	2022-07-27
2021-03-31	$2,735,853	28,342	+10.4%	Shares	Sole	2022-07-27
2020-12-31	$2,351,352	25,681	-9.3%	Shares	Sole	2022-07-28
2020-09-30	$2,507,753	28,317	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.