Synergy Asset Management, LLC

Position in DUK — Duke Energy CORP

CIK 1699080 VANCOUVER, WA

Position in DUK

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$3,451,840

-$1,386,823 QoQ

Shares Held

26,362

-36.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Synergy Asset Management, LLC holds $4,772,437 across 3 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	24,620	$2,874,877
2	PCG	PG&E Corp	82,425	$1,386,388
3	NEE	Nextera Energy Inc	5,824	$511,172

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,451,840	26,362	-36.1%	Shares	Sole	2026-05-13
2025-12-31	$4,838,663	41,282	+101.1%	Shares	Sole	2026-01-13
2022-06-30	$2,200,485	20,525	—	Shares	Other	2022-08-08
No filing history on record for this holder in this stock.