Stratos Wealth Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1707202 BEACHWOOD, OH

Position in DUK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,058,335

+$114,127 QoQ

Shares Held

8,361

+15.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,081

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Stratos Wealth Advisors, LLC holds $5,307,312 across 5 Utilities - Regulated Electric names. DUK ranks #3 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ES	Eversource Energy	25,663	$1,854,665
2	NEE	Nextera Energy Inc	13,744	$1,206,310
3	DUK	Duke Energy CORP This page	8,361	$1,058,335
4	AEP	American Electric Power Co Inc	4,817	$659,013
5	SO	Southern Co	5,527	$528,989

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,058,335	8,361	+15.9%	Shares	Sole	2026-08-11
2026-03-31	$944,208	7,211	+1.6%	Shares	Sole	2026-04-28
2025-12-31	$832,073	7,099	+4.7%	Shares	Sole	2026-01-20
2025-09-30	$839,396	6,783	-0.6%	Shares	Sole	2025-11-06
2025-06-30	$804,878	6,821	+3.5%	Shares	Sole	2025-07-29
2025-03-31	$803,538	6,588	-24.6%	Shares	Sole	2025-04-30
2024-12-31	$941,324	8,737	+3.6%	Shares	Sole	2025-01-27
2024-09-30	$972,440	8,434	+8.8%	Shares	Sole	2024-10-17
2024-06-30	$776,882	7,751	+61.5%	Shares	Sole	2024-07-24
2024-03-31	$464,208	4,800	-84.1%	Shares	Sole	2024-04-16
2023-12-31	$2,929,443	30,188	+13.4%	Shares	Sole	2024-01-24
2023-09-30	$2,349,304	26,618	+278.2%	Shares	Sole	2023-10-24
2023-06-30	$631,679	7,039	+24.1%	Shares	Sole	2023-07-18
2023-03-31	$547,177	5,672	-0.8%	Shares	Sole	2023-04-27
2022-12-31	$588,793	5,717	+6.1%	Shares	Sole	2023-01-19
2022-09-30	$501,191	5,388	-7.3%	Shares	Sole	2022-10-24
2022-06-30	$623,318	5,814	+3.5%	Shares	Sole	2022-07-22
2022-03-31	$627,305	5,618	+3.2%	Shares	Sole	2022-04-26
2021-12-31	$570,865	5,442	+7.0%	Shares	Sole	2022-01-14
2021-09-30	$496,342	5,086	-9.6%	Shares	Sole	2021-10-19
2021-06-30	$555,694	5,629	+24.7%	Shares	Sole	2021-07-19
2021-03-31	$435,832	4,515	-8.2%	Shares	Sole	2021-04-27
2020-12-31	$450,108	4,916	+42.5%	Shares	Sole	2021-01-29
2020-09-30	$305,532	3,450	+5.0%	Shares	Sole	2020-10-29
2020-06-30	$262,438	3,285	+25.3%	Shares	Sole	2020-07-28
2020-03-31	$211,986	2,621	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.