Wagner Wealth Management, LLC

Position in DUK — Duke Energy CORP

CIK 1728657 GREENVILLE, SC

Position in DUK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,387,805

-$29,609 QoQ

Shares Held

18,864

+2.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.88%

of 13F equity value

Holder Rank

#750

of 2,446 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Wagner Wealth Management, LLC holds $4,101,369 across 4 Utilities - Regulated Electric names. DUK ranks #1 (58.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	18,864	$2,387,805
2	SO	Southern Co	11,286	$1,080,183
3	AEE	Ameren Corp	3,492	$394,735
4	NEE	Nextera Energy Inc	2,719	$238,646

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,387,805	18,864	+2.2%	Shares	Sole	2026-07-24
2026-03-31	$2,417,414	18,462	+6.1%	Shares	Sole	2026-04-24
2025-12-31	$2,040,274	17,407	+3.2%	Shares	Sole	2026-01-30
2025-09-30	$2,087,291	16,867	+8.6%	Shares	Sole	2025-10-21
2025-06-30	$1,832,658	15,531	+3.6%	Shares	Sole	2025-07-17
2025-03-31	$1,827,720	14,985	+1.6%	Shares	Sole	2025-04-18
2024-12-31	$1,589,811	14,756	+3.4%	Shares	Sole	2025-01-29
2024-09-30	$1,645,446	14,271	-28.0%	Shares	Sole	2024-10-11
2024-06-30	$1,986,759	19,822	+11.8%	Shares	Sole	2024-07-18
2024-03-31	$1,714,571	17,729	+1.8%	Shares	Sole	2024-04-23
2023-12-31	$1,690,533	17,421	+3.4%	Shares	Sole	2024-01-19
2023-09-30	$1,486,739	16,845	+14.8%	Shares	Sole	2023-10-18
2023-06-30	$1,317,113	14,677	-1.4%	Shares	Sole	2023-07-28
2023-03-31	$1,435,280	14,878	+3.9%	Shares	Sole	2023-05-17
2022-12-31	$1,474,301	14,315	+28.7%	Shares	Sole	2023-02-14
2022-09-30	$1,034,940	11,126	-1.3%	Shares	Sole	2022-11-14
2022-06-30	$1,208,685	11,274	+2.5%	Shares	Sole	2022-08-11
2022-03-31	$1,227,701	10,995	+0.4%	Shares	Sole	2022-05-16
2021-12-31	$1,148,969	10,953	+14.3%	Shares	Sole	2022-02-15
2021-09-30	$934,912	9,580	-1.7%	Shares	Sole	2021-11-15
2021-06-30	$962,421	9,749	-1.5%	Shares	Sole	2021-08-13
2021-03-31	$955,260	9,896	+9.7%	Shares	Sole	2021-05-17
2020-12-31	$825,871	9,020	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.