Cordatus Wealth Management LLC

Position in DUK — Duke Energy CORP

CIK 1715862 NEWTOWN, PA

Position in DUK

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

Position Value

$678,089

-$20,083 QoQ

Shares Held

5,357

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,304

of 2,446 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cordatus Wealth Management LLC holds $4,931,848 across 4 Utilities - Regulated Electric names. DUK ranks #2 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	36,030	$3,162,353
2	DUK	Duke Energy CORP This page	5,357	$678,089
3	SO	Southern Co	6,416	$614,075
4	NGG	National Grid PLC	5,760	$477,331

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$678,089	5,357	+0.5%	Shares	Sole	2026-07-29
2026-03-31	$698,172	5,332	+2.9%	Shares	Sole	2026-04-29
2025-12-31	$607,147	5,180	+0.3%	Shares	Sole	2026-01-26
2025-09-30	$638,797	5,162	+0.5%	Shares	Sole	2025-10-22
2025-06-30	$605,812	5,134	-0.5%	Shares	Sole	2025-08-11
2025-03-31	$629,365	5,160	+6.4%	Shares	Sole	2025-05-08
2024-12-31	$522,431	4,849	+8.0%	Shares	Sole	2025-02-03
2024-09-30	$517,697	4,490	+1.4%	Shares	Sole	2024-10-28
2024-06-30	$444,018	4,430	+1.3%	Shares	Sole	2024-07-18
2024-03-31	$423,106	4,375	+0.8%	Shares	Sole	2024-04-30
2023-12-31	$421,347	4,342	-2.9%	Shares	Sole	2024-01-17
2023-09-30	$394,610	4,471	-2.0%	Shares	Sole	2023-10-31
2023-06-30	$409,304	4,561	—	Shares	Sole	2023-07-14
No filing history on record for this holder in this stock.