ACIMA PRIVATE WEALTH, LLC

Position in DUK — Duke Energy CORP

CIK 1761961 RICHMOND, VA

Position in DUK

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$13,923

-$480 QoQ

Shares Held

110

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,361

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

ACIMA PRIVATE WEALTH, LLC holds $479,217 across 5 Utilities - Regulated Electric names. DUK ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	1,224	$167,455
2	SO	Southern Co	1,500	$143,565
3	NEE	Nextera Energy Inc	1,592	$139,729
4	D	Dominion Energy, Inc	213	$14,545
5	DUK	Duke Energy CORP This page	110	$13,923

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,923	110	0.0%	Shares	Sole	2026-07-06
2026-03-31	$14,403	110	0.0%	Shares	Sole	2026-04-06
2025-12-31	$12,893	110	0.0%	Shares	Sole	2026-01-15
2025-09-30	$13,612	110	0.0%	Shares	Sole	2025-11-10
2025-06-30	$12,980	110	-70.1%	Shares	Sole	2025-07-24
2025-03-31	$44,884	368	0.0%	Shares	Sole	2025-05-09
2024-12-31	$39,648	368	0.0%	Shares	Sole	2025-02-05
2024-09-30	$42,430	368	0.0%	Shares	Sole	2024-11-12
2024-06-30	$36,884	368	0.0%	Shares	Sole	2024-07-30
2024-03-31	$35,589	368	0.0%	Shares	Sole	2024-05-14
2023-12-31	$35,710	368	0.0%	Shares	Sole	2024-02-29
2023-09-30	$32,479	368	0.0%	Shares	Sole	2024-02-29
2023-06-30	$33,024	368	-12.0%	Shares	Sole	2024-02-29
2023-03-31	$40,324	418	+13.6%	Shares	Sole	2024-02-29
2022-12-31	$37,900	368	0.0%	Shares	Sole	2024-02-29
2022-09-30	$34,231	368	0.0%	Shares	Sole	2024-02-29
2022-06-30	$39,453	368	0.0%	Shares	Sole	2024-02-29
2022-03-31	$41,090	368	0.0%	Shares	Sole	2022-05-02
2021-12-31	$38,603	368	0.0%	Shares	Sole	2022-03-10
2021-09-30	$35,913	368	0.0%	Shares	Sole	2021-11-09
2021-06-30	$36,328	368	0.0%	Shares	Sole	2021-08-13
2021-03-31	$35,523	368	0.0%	Shares	Sole	2021-05-14
2020-12-31	$33,694	368	0.0%	Shares	Sole	2021-05-14
2020-09-30	$32,590	368	0.0%	Shares	Sole	2021-05-14
2020-06-30	$29,399	368	0.0%	Shares	Sole	2021-05-14
2020-03-31	$29,763	368	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.