Integrated Wealth Concepts LLC

Position in DUK — Duke Energy CORP

CIK 1737109 WALTHAM, MA

Position in DUK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$6,642,665

+$2,392,746 QoQ

Shares Held

52,478

+61.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#419

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $85,525,291 across 41 Utilities - Regulated Electric names. DUK ranks #4 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	76,958	$10,528,623
2	SO	Southern Co	99,526	$9,524,116
3	NEE	Nextera Energy Inc	83,111	$7,294,652
4	DUK	Duke Energy CORP This page	52,478	$6,642,665
5	ED	Consolidated Edison Inc	54,754	$6,057,435
6	D	Dominion Energy, Inc	83,212	$5,682,547
7	EIX	Edison International	75,192	$5,598,044
8	ES	Eversource Energy	67,933	$4,909,517

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,642,665	52,478	+61.7%	Shares	Sole	2026-08-12
2026-03-31	$4,249,919	32,457	+145.4%	Shares	Other	2026-05-15
2025-12-31	$1,549,985	13,224	-59.5%	Shares	Other	2026-02-13
2025-09-30	$4,039,818	32,645	+6.2%	Shares	Other	2025-11-14
2025-06-30	$3,627,084	30,738	+0.1%	Shares	Other	2025-08-14
2025-03-31	$3,746,308	30,715	+1.9%	Shares	Other	2025-05-15
2024-12-31	$3,248,684	30,153	-16.8%	Shares	Other	2025-02-14
2024-09-30	$4,179,970	36,253	-3.3%	Shares	Other	2024-11-14
2024-06-30	$3,757,923	37,493	-2.0%	Shares	Other	2024-08-14
2024-03-31	$3,700,414	38,263	+20.2%	Shares	Other	2024-05-15
2023-12-31	$3,088,006	31,822	+2.5%	Shares	Other	2024-02-13
2023-09-30	$2,741,179	31,058	+2.2%	Shares	Other	2023-11-15
2023-06-30	$2,726,211	30,379	+8.7%	Shares	Other	2023-08-15
2023-03-31	$2,696,818	27,955	+133.7%	Shares	Other	2023-05-03
2022-12-31	$1,232,069	11,963	+4.7%	Shares	Other	2023-02-13
2022-09-30	$1,062,753	11,425	+9.8%	Shares	Other	2022-11-14
2022-06-30	$1,116,056	10,410	+4.1%	Shares	Other	2022-08-08
2022-03-31	$1,116,823	10,002	-2.3%	Shares	Other	2022-05-12
2021-12-31	$1,073,546	10,234	+7.1%	Shares	Other	2022-02-15
2021-09-30	$932,570	9,556	+7.3%	Shares	Other	2021-11-15
2021-06-30	$878,904	8,903	+27.2%	Shares	Other	2021-08-13
2021-03-31	$675,420	6,997	+38.4%	Shares	Other	2021-05-13
2020-12-31	$462,927	5,056	+3.5%	Shares	Other	2021-02-12
2020-09-30	$432,615	4,885	+9.1%	Shares	Other	2020-11-13
2020-06-30	$357,827	4,479	-10.3%	Shares	Other	2020-07-30
2020-03-31	$403,914	4,994	—	Shares	Other	2020-05-18
No filing history on record for this holder in this stock.