180 WEALTH ADVISORS, LLC

Position in DUK — Duke Energy CORP

CIK 1730817 FEDERAL WAY, WA

Position in DUK

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

Position Value

$202,907

-$6,073 QoQ

Shares Held

1,603

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,100

of 2,446 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Utilities · as of Jun 30, 2026

180 WEALTH ADVISORS, LLC holds $1,908,867 across 7 Utilities - Regulated Electric names. DUK ranks #7 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	3,718	$411,322
2	EIX	Edison International	3,875	$288,493
3	NGG	National Grid PLC	3,403	$282,006
4	NEE	Nextera Energy Inc	3,046	$267,347
5	PEG	Public Service Enterprise Group Inc	2,856	$231,792
6	XEL	Xcel Energy Inc	2,802	$225,000
7	DUK	Duke Energy CORP This page	1,603	$202,907

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,907	1,603	+0.4%	Shares	Sole	2026-07-07
2026-03-31	$208,980	1,596	-6.3%	Shares	Sole	2026-05-01
2025-09-30	$210,870	1,704	-5.8%	Shares	Sole	2025-10-16
2025-06-30	$213,344	1,808	-2.3%	Shares	Sole	2025-07-31
2025-03-31	$225,644	1,850	+1.9%	Shares	Sole	2025-04-09
2024-09-30	$209,384	1,816	-1.6%	Shares	Sole	2024-11-01
2022-06-30	$197,909	1,846	-1.3%	Shares	Sole	2022-07-11
2022-03-31	$208,915	1,871	-20.9%	Shares	Sole	2022-04-22
2021-12-31	$248,193	2,366	-11.3%	Shares	Sole	2022-01-26
2021-09-30	$260,174	2,666	0.0%	Shares	Sole	2021-10-28
2021-06-30	$263,187	2,666	0.0%	Shares	Sole	2021-08-13
2021-03-31	$257,348	2,666	-2.7%	Shares	Sole	2021-05-25
2020-12-31	$250,874	2,740	+2.6%	Shares	Sole	2021-01-27
2020-09-30	$236,455	2,670	0.0%	Shares	Sole	2020-10-23
2020-06-30	$213,306	2,670	0.0%	Shares	Sole	2020-07-21
2020-03-31	$215,949	2,670	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.