Foster Victor Wealth Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1769063 GREENVILLE, SC

Position in DUK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$996,564

-$73,084 QoQ

Shares Held

7,873

-3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,104

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Foster Victor Wealth Advisors, LLC holds $46,203,291 across 5 Utilities - Regulated Electric names. DUK ranks #5 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	108,870	$14,894,504
2	NEE	Nextera Energy Inc	120,625	$10,587,256
3	SO	Southern Co	105,818	$10,127,840
4	PPL	PPL Corp	264,020	$9,597,127
5	DUK	Duke Energy CORP This page	7,873	$996,564

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$996,564	7,873	-3.6%	Shares	Sole	2026-07-22
2026-03-31	$1,069,648	8,169	-3.7%	Shares	Sole	2026-04-20
2025-12-31	$994,526	8,485	-14.6%	Shares	Sole	2026-01-26
2025-09-30	$1,230,198	9,941	+18.1%	Shares	Sole	2025-10-10
2025-06-30	$993,206	8,417	+0.0%	Shares	Sole	2025-07-15
2025-03-31	$1,026,377	8,415	-4.9%	Shares	Sole	2025-04-17
2024-12-31	$953,283	8,848	+1.3%	Shares	Sole	2025-01-23
2024-09-30	$1,007,491	8,738	-4.5%	Shares	Sole	2024-10-15
2024-06-30	$916,904	9,148	+8.0%	Shares	Sole	2024-07-18
2024-03-31	$819,327	8,472	+5.4%	Shares	Sole	2024-04-26
2023-12-31	$780,298	8,041	+5.3%	Shares	Sole	2024-01-19
2023-09-30	$673,953	7,636	+0.7%	Shares	Sole	2023-10-16
2023-06-30	$680,767	7,586	-8.2%	Shares	Sole	2023-07-17
2023-03-31	$797,035	8,262	-1.2%	Shares	Sole	2023-04-20
2022-12-31	$861,511	8,365	+46.3%	Shares	Sole	2023-01-27
2022-09-30	$531,702	5,716	+58.7%	Shares	Sole	2022-10-24
2022-06-30	$386,170	3,602	+12.4%	Shares	Sole	2022-07-19
2022-03-31	$357,870	3,205	-14.2%	Shares	Sole	2022-04-14
2021-12-31	$391,696	3,734	+32.0%	Shares	Sole	2022-01-19
2021-09-30	$275,984	2,828	+4.1%	Shares	Sole	2021-10-08
2021-06-30	$268,123	2,716	+3.5%	Shares	Sole	2021-07-29
2021-03-31	$253,391	2,625	-14.6%	Shares	Sole	2021-04-23
2020-12-31	$281,547	3,075	+17.9%	Shares	Sole	2021-02-08
2020-09-30	$231,053	2,609	-1.2%	Shares	Sole	2020-10-26
2020-06-30	$211,069	2,642	+0.3%	Shares	Sole	2020-08-03
2020-03-31	$213,037	2,634	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.