Spartan Planning & Wealth Management

Position in DUK — Duke Energy CORP

CIK 1749283 GREENSBORO, NC

Position in DUK

as of Mar 31, 2026 · filed Apr 16, 2026 Compact

Position Value

$219,324

+$161,683 QoQ

Shares Held

1,675

+182.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Spartan Planning & Wealth Management holds $437,054 across 2 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)	Open
1	SO	Southern Co	2,438	$233,340
2	NEE	Nextera Energy Inc	2,321	$203,714

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$219,324	1,675	+182.0%	Shares	Sole	2026-04-16
2023-12-31	$57,641	594	+29600.0%	Shares	Sole	2024-03-12
2023-09-30	$176	2	-99.0%	Shares	Sole	2023-11-17
2022-12-31	$20,083	195	+9650.0%	Shares	Sole	2023-02-01
2022-09-30	$186	2	-99.6%	Shares	Sole	2022-11-01
2022-06-30	$48,137	449	+8.7%	Shares	Sole	2022-08-10
2022-03-31	$46,115	413	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.