Geneos Wealth Management Inc.

Position in DUK — Duke Energy CORP

CIK 1764754 ENGLEWOOD, CO

Position in DUK

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

Position Value

$6,833,421

-$91,209 QoQ

Shares Held

53,985

+2.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#414

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Utilities · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $34,754,315 across 29 Utilities - Regulated Electric names. DUK ranks #2 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	125,697	$11,032,425
2	DUK	Duke Energy CORP This page	53,985	$6,833,421
3	XEL	Xcel Energy Inc	40,998	$3,292,139
4	AEP	American Electric Power Co Inc	22,966	$3,141,978
5	SO	Southern Co	30,668	$2,935,234
6	WEC	Wec Energy Group, Inc.	16,049	$1,874,041
7	ED	Consolidated Edison Inc	10,533	$1,165,265
8	D	Dominion Energy, Inc	14,586	$996,077

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,833,421	53,985	+2.1%	Shares	Sole	2026-08-06
2026-03-31	$6,924,630	52,884	+4.4%	Shares	Sole	2026-05-05
2025-12-31	$5,937,975	50,661	-1.5%	Shares	Sole	2026-01-28
2025-09-30	$6,366,813	51,449	-4.4%	Shares	Sole	2025-10-22
2025-06-30	$6,349,462	53,809	-6.5%	Shares	Sole	2025-08-18
2025-03-31	$7,018,519	57,543	+8.4%	Shares	Sole	2025-05-08
2024-12-31	$5,719,593	53,087	-1.9%	Shares	Sole	2025-01-21
2024-09-30	$6,239,920	54,119	+13.9%	Shares	Sole	2024-11-14
2024-06-30	$4,763,831	47,529	-20.8%	Shares	Sole	2024-07-23
2024-03-31	$5,802,503	59,999	-1.8%	Shares	Sole	2024-05-03
2023-12-31	$5,926,718	61,075	-20.9%	Shares	Sole	2024-01-26
2023-09-30	$6,813,495	77,198	+4.0%	Shares	Sole	2023-10-11
2023-06-30	$6,661,220	74,228	+20.7%	Shares	Sole	2023-08-08
2023-03-31	$5,932,808	61,499	+233.0%	Shares	Sole	2023-04-25
2022-12-31	$1,902,019	18,468	+14.8%	Shares	Sole	2023-01-31
2022-09-30	$1,496,133	16,084	-30.6%	Shares	Sole	2022-11-14
2022-06-30	$2,484,055	23,170	-38.6%	Shares	Sole	2022-07-22
2022-03-31	$4,211,703	37,719	-10.0%	Shares	Sole	2022-05-16
2021-12-31	$4,394,680	41,894	-3.9%	Shares	Sole	2022-02-09
2021-09-30	$4,255,899	43,610	+2.0%	Shares	Sole	2021-11-09
2021-06-30	$4,221,662	42,764	-49.6%	Shares	Sole	2021-07-08
2021-03-31	$8,195,686	84,903	-7.2%	Shares	Sole	2021-06-17
2020-12-31	$8,374,993	91,470	+3.6%	Shares	Sole	2021-05-19
2020-09-30	$7,816,482	88,262	-12.0%	Shares	Sole	2021-09-07
2020-06-30	$8,016,801	100,348	+0.5%	Shares	Sole	2021-09-07
2020-03-31	$8,076,757	99,861	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.