Sharp Wealth Advisory, LLC

Position in DUK — Duke Energy CORP

CIK 1733194 HORSHAM, PA

Position in DUK

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

Position Value

$210,249

-$35,394 QoQ

Shares Held

1,661

-11.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#2,066

of 2,446 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sharp Wealth Advisory, LLC holds $1,060,129 across 3 Utilities - Regulated Electric names. DUK ranks #2 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	9,516	$649,847
2	DUK	Duke Energy CORP This page	1,661	$210,249
3	SO	Southern Co	2,090	$200,033

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,249	1,661	-11.5%	Shares	Sole	2026-07-24
2026-03-31	$245,643	1,876	+4.5%	Shares	Sole	2026-04-27
2025-12-31	$210,391	1,795	—	Shares	Sole	2026-01-16
No filing history on record for this holder in this stock.