MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
Position in DUK — Duke Energy CORP
CIK 1767601
INDIANAPOLIS, IN
Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$367,082
-$8,977 QoQ
Shares Held
2,900
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,678
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MARKET STREET WEALTH MANAGEMENT ADVISORS LLC holds $367,082 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
2,900 | $367,082 |
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,082 | 2,900 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $376,059 | 2,872 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $331,235 | 2,826 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $386,223 | 3,121 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $363,204 | 3,078 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $367,861 | 3,016 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $313,092 | 2,906 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $343,132 | 2,976 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $296,881 | 2,962 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $295,449 | 3,055 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $287,626 | 2,964 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $293,994 | 3,331 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $300,000 | 3,343 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $322,499 | 3,343 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $344,295 | 3,343 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $322,128 | 3,463 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $366,443 | 3,418 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $377,857 | 3,384 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $354,981 | 3,384 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $566,802 | 5,808 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $344,927 | 3,494 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $337,275 | 3,494 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $319,910 | 3,494 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $320,498 | 3,619 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $289,121 | 3,619 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $292,704 | 3,619 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||