KILEY JUERGENS WEALTH MANAGEMENT, LLC

Position in DUK — Duke Energy CORP

CIK 1723223 OLYMPIA, WA

Position in DUK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$911,376

-$118,990 QoQ

Shares Held

7,200

-8.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,145

of 2,446 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

KILEY JUERGENS WEALTH MANAGEMENT, LLC holds $3,295,444 across 4 Utilities - Regulated Electric names. DUK ranks #3 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	8,559	$946,882
2	NEE	Nextera Energy Inc	10,749	$943,439
3	DUK	Duke Energy CORP This page	7,200	$911,376
4	AEP	American Electric Power Co Inc	3,609	$493,747

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$911,376	7,200	-8.5%	Shares	Sole	2026-08-07
2026-03-31	$1,030,366	7,869	—	Shares	Sole	2026-04-28
No filing history on record for this holder in this stock.