Elmwood Wealth Management, Inc.

Position in DUK — Duke Energy CORP

CIK 1731927 BERKELEY, CA

Position in DUK

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$409,866

+$52,531 QoQ

Shares Held

3,238

+18.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,615

of 2,446 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Elmwood Wealth Management, Inc. holds $2,151,988 across 4 Utilities - Regulated Electric names. DUK ranks #3 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	17,392	$1,187,699
2	SO	Southern Co	4,350	$416,338
3	DUK	Duke Energy CORP This page	3,238	$409,866
4	KEP	Korea Electric Power Corp	11,412	$138,085

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$409,866	3,238	+18.7%	Shares	Sole	2026-07-08
2026-03-31	$357,335	2,729	+6.1%	Shares	Sole	2026-04-09
2025-12-31	$301,581	2,573	-6.5%	Shares	Sole	2026-01-08
2025-09-30	$340,683	2,753	+5.1%	Shares	Sole	2025-11-06
2025-06-30	$309,160	2,620	+0.3%	Shares	Sole	2025-07-28
2025-03-31	$318,463	2,611	-3.7%	Shares	Sole	2025-04-28
2024-12-31	$292,083	2,711	0.0%	Shares	Sole	2025-01-13
2024-09-30	$312,578	2,711	-3.8%	Shares	Sole	2024-10-11
2024-06-30	$282,448	2,818	-0.9%	Shares	Sole	2024-08-13
2024-03-31	$274,946	2,843	+16.8%	Shares	Sole	2024-05-13
2023-12-31	$236,292	2,435	-14.4%	Shares	Sole	2024-01-30
2023-09-30	$251,011	2,844	+0.0%	Shares	Sole	2023-11-15
2023-06-30	$255,130	2,843	0.0%	Shares	Sole	2023-08-10
2023-03-31	$274,264	2,843	-10.1%	Shares	Sole	2023-04-28
2022-12-31	$325,551	3,161	-45.9%	Shares	Sole	2023-01-26
2022-09-30	$543,980	5,848	0.0%	Shares	Sole	2022-11-14
2022-06-30	$626,964	5,848	-1.7%	Shares	Sole	2022-07-12
2022-03-31	$664,153	5,948	-0.2%	Shares	Sole	2022-05-16
2021-12-31	$624,994	5,958	+20.8%	Shares	Sole	2022-02-08
2021-06-30	$486,985	4,933	0.0%	Shares	Sole	2021-08-13
2021-03-31	$476,182	4,933	-36.4%	Shares	Sole	2021-05-13
2020-09-30	$687,048	7,758	0.0%	Shares	Sole	2020-11-12
2020-06-30	$619,786	7,758	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.