Measured Wealth Private Client Group, LLC
Position in DUK — Duke Energy CORP
CIK 1720235
PORTSMOUTH, NH
Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$130,250
+$16,987 QoQ
Shares Held
1,029
+19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,164
of 2,446 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Measured Wealth Private Client Group, LLC holds $3,375,423 across 19 Utilities - Regulated Electric names. DUK ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
20,931 | $1,512,683 | |
| 2 | NEE |
Nextera Energy Inc
|
4,220 | $370,389 | |
| 3 | EIX |
Edison International
|
4,901 | $364,879 | |
| 4 | EXC |
Exelon Corp
|
5,120 | $238,694 | |
| 5 | SO |
Southern Co
|
2,030 | $194,291 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
1,412 | $164,879 | |
| 7 | DUK |
Duke Energy CORP
This page
|
1,029 | $130,250 | |
| 8 | OGE |
Oge Energy Corp.
|
1,605 | $78,099 |
All Filings in DUK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,250 | 1,029 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $113,263 | 865 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $101,386 | 865 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $107,043 | 865 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||