MFA WEALTH ADVISORS, LLC

Position in DUK — Duke Energy CORP

CIK 1688184 PITTSBURGH, PA

Position in DUK

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$3,123,741

+$366,538 QoQ

Shares Held

24,678

+17.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.45%

of 13F equity value

Holder Rank

#654

of 2,452 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MFA WEALTH ADVISORS, LLC holds $3,678,710 across 2 Utilities - Regulated Electric names. DUK ranks #1 (84.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DUK	Duke Energy CORP This page	24,678	$3,123,741
2	NEE	Nextera Energy Inc	6,323	$554,969

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,123,741	24,678	+17.2%	Shares	Sole	2026-07-13
2026-03-31	$2,757,203	21,057	+9.6%	Shares	Sole	2026-04-21
2025-12-31	$2,251,135	19,206	+7.9%	Shares	Sole	2026-01-14
2025-09-30	$2,202,131	17,795	+2.8%	Shares	Sole	2025-10-20
2025-06-30	$2,043,524	17,318	-9.6%	Shares	Sole	2025-07-14
2025-03-31	$2,336,213	19,154	+2.3%	Shares	Sole	2025-04-21
2024-12-31	$2,016,354	18,715	+9.6%	Shares	Sole	2025-01-29
2024-09-30	$1,968,862	17,076	-3.2%	Shares	Sole	2024-10-22
2024-06-30	$1,768,057	17,640	-4.0%	Shares	Sole	2024-07-22
2024-03-31	$1,776,949	18,374	-0.3%	Shares	Sole	2024-04-24
2023-12-31	$1,787,864	18,424	+7.1%	Shares	Sole	2024-02-14
2023-09-30	$1,518,336	17,203	+7.1%	Shares	Sole	2023-11-13
2023-06-30	$1,441,583	16,064	+8.2%	Shares	Sole	2023-08-10
2023-03-31	$1,432,772	14,852	+15.0%	Shares	Sole	2023-05-15
2022-12-31	$1,330,630	12,920	-0.7%	Shares	Sole	2023-02-06
2022-09-30	$1,210,283	13,011	+1.2%	Shares	Sole	2022-11-22
2022-06-30	$1,378,398	12,857	+3.4%	Shares	Sole	2022-08-10
2022-03-31	$1,388,268	12,433	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.