Global Wealth Management Investment Advisory, Inc.

Position in DUK — Duke Energy CORP

CIK 1767855 FORT LAUDERDALE, FL

Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$5,776,858

+$170,008 QoQ

Shares Held

45,638

+6.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

#465

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, 2026

Global Wealth Management Investment Advisory, Inc. holds $22,855,387 across 5 Utilities - Regulated Electric names. DUK ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	101,280	$6,916,411
2	DUK	Duke Energy CORP This page	45,638	$5,776,858
3	SO	Southern Co	55,831	$5,343,585
4	NEE	Nextera Energy Inc	52,178	$4,579,663
5	AEP	American Electric Power Co Inc	1,746	$238,870

All Filings in DUK

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,776,858	45,638	+6.6%	Shares	Sole	2026-07-29
2026-03-31	$5,606,850	42,820	+2.9%	Shares	Sole	2026-05-01
2025-12-31	$4,878,514	41,622	+6.4%	Shares	Sole	2026-02-04
2025-09-30	$4,842,090	39,128	+1.5%	Shares	Sole	2025-10-27
2025-06-30	$4,549,844	38,558	-9.5%	Shares	Sole	2025-08-07
2025-03-31	$5,198,239	42,619	+1.6%	Shares	Sole	2025-04-29
2024-12-31	$4,517,645	41,931	+2.7%	Shares	Sole	2025-01-29
2024-09-30	$4,708,621	40,838	-13.9%	Shares	Sole	2024-10-30
2024-06-30	$4,754,510	47,436	+3.8%	Shares	Sole	2024-08-05
2024-03-31	$4,419,356	45,697	+4.5%	Shares	Sole	2024-05-10
2023-12-31	$4,242,297	43,717	-0.3%	Shares	Sole	2024-02-05
2023-09-30	$3,868,877	43,835	+7.5%	Shares	Sole	2023-11-06
2023-06-30	$3,658,430	40,767	+2.5%	Shares	Sole	2023-08-10
2023-03-31	$3,835,068	39,754	+7.0%	Shares	Sole	2023-05-08
2022-12-31	$3,827,520	37,164	+34.2%	Shares	Sole	2023-02-07
2022-09-30	$2,576,654	27,700	+1.5%	Shares	Sole	2022-11-09
2022-06-30	$2,925,439	27,287	+5.4%	Shares	Sole	2022-08-15
2022-03-31	$2,891,435	25,895	+7.2%	Shares	Sole	2022-05-17
2021-12-31	$2,534,908	24,165	+4.0%	Shares	Sole	2022-02-15
2021-09-30	$2,268,284	23,243	+3.3%	Shares	Sole	2021-11-16
2021-06-30	$2,220,805	22,496	+2.9%	Shares	Sole	2021-08-11
2021-03-31	$2,110,145	21,860	-9.8%	Shares	Sole	2021-05-17
2020-12-31	$2,220,146	24,248	+0.4%	Shares	Sole	2021-02-16
2020-09-30	$2,138,015	24,142	+5.4%	Shares	Sole	2020-11-16
2020-06-30	$1,830,200	22,909	+0.4%	Shares	Sole	2020-08-12
2020-03-31	$1,845,196	22,814	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.