Ellenbecker Investment Group

Position in DUK — Duke Energy CORP

CIK 1731497 WAUKESHA, WI

Position in DUK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$212,401

-$7,316 QoQ

Shares Held

1,678

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#2,058

of 2,446 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Ellenbecker Investment Group holds $4,049,398 across 5 Utilities - Regulated Electric names. DUK ranks #5 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	22,262	$2,599,533
2	LNT	Alliant Energy Corp	9,805	$748,023
3	MGEE	Mge Energy Inc	3,055	$249,104
4	XEL	Xcel Energy Inc	2,993	$240,337
5	DUK	Duke Energy CORP This page	1,678	$212,401

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,401	1,678	0.0%	Shares	Sole	2026-07-27
2026-03-31	$219,717	1,678	—	Shares	Sole	2026-04-23
No filing history on record for this holder in this stock.