Connecticut Wealth Management, LLC

Position in DUK — Duke Energy CORP

CIK 1689829 FARMINGTON, CT

Position in DUK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$492,269

-$16,956 QoQ

Shares Held

3,889

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,493

of 2,446 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $3,724,558 across 3 Utilities - Regulated Electric names. DUK ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	30,704	$2,694,890
2	ES	Eversource Energy	7,436	$537,399
3	DUK	Duke Energy CORP This page	3,889	$492,269

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$492,269	3,889	0.0%	Shares	Sole	2026-07-29
2026-03-31	$509,225	3,889	—	Shares	Sole	2026-05-01
No filing history on record for this holder in this stock.