Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,326,558
-$36,789 QoQ
Shares Held
10,480
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#993
of 2,440 holders
Holding Since
Mar 2020
25 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, 2026Western Wealth Management, LLC holds $14,172,342 across 10 Utilities - Regulated Electric names. DUK ranks #6 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
38,790 | $3,404,597 | |
| 2 | SO |
Southern Co
|
23,485 | $2,247,748 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,370 | $1,965,959 | |
| 4 | ED |
Consolidated Edison Inc
|
15,139 | $1,674,827 | |
| 5 | XEL |
Xcel Energy Inc
|
18,302 | $1,469,650 | |
| 6 | DUK |
Duke Energy CORP
This page
|
10,480 | $1,326,558 | |
| 7 | EIX |
Edison International
|
11,943 | $889,156 | |
| 8 | ETR |
Entergy Corp /De/
|
5,572 | $639,999 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,326,558 | 10,480 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,363,347 | 10,412 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,157,683 | 9,877 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,094,816 | 8,847 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,051,616 | 8,912 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,049,063 | 8,601 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $981,619 | 9,111 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,029,052 | 8,925 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $877,313 | 8,753 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $840,990 | 8,696 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $773,602 | 7,972 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $718,965 | 8,146 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $708,048 | 7,890 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $778,127 | 8,066 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $692,401 | 6,723 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,413,345 | 15,194 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,553,687 | 14,492 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,531,528 | 13,716 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $758,427 | 7,230 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $783,244 | 7,934 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $715,287 | 7,410 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $489,571 | 5,347 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $463,523 | 5,234 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $483,174 | 6,048 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $495,551 | 6,127 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||