LIBERTY WEALTH MANAGEMENT LLC

Position in DUK — Duke Energy CORP

CIK 1769302 OAKLAND, CA

Position in DUK

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

Position Value

$226,704

-$7,809 QoQ

Shares Held

1,791

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,006

of 2,440 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LIBERTY WEALTH MANAGEMENT LLC holds $1,298,273 across 4 Utilities - Regulated Electric names. DUK ranks #4 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	6,019	$488,502
2	WEC	Wec Energy Group, Inc.	2,688	$313,877
3	NEE	Nextera Energy Inc	3,067	$269,190
4	DUK	Duke Energy CORP This page	1,791	$226,704

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,704	1,791	0.0%	Shares	Sole	2026-08-06
2026-03-31	$234,513	1,791	-13.1%	Shares	Sole	2026-05-12
2025-12-31	$241,687	2,062	+12.1%	Shares	Sole	2026-02-04
2025-09-30	$227,576	1,839	+0.2%	Shares	Sole	2025-10-31
2025-06-30	$216,648	1,836	-5.0%	Shares	Sole	2025-08-01
2025-03-31	$235,768	1,933	-4.1%	Shares	Sole	2025-05-12
2024-12-31	$217,203	2,016	+7.3%	Shares	Sole	2025-02-10
2024-09-30	$216,533	1,878	-76.1%	Shares	Sole	2024-11-04
2024-06-30	$231	7,860	+251.2%	Shares	Sole	2024-08-07
2024-03-31	$216,436	2,238	+3.2%	Shares	Sole	2024-05-03
2023-12-31	$210,382	2,168	+4.1%	Shares	Sole	2024-02-09
2023-03-31	$200,850	2,082	+8.9%	Shares	Sole	2023-05-03
2022-06-30	$204,985	1,912	-3.8%	Shares	Sole	2022-08-15
2022-03-31	$221,980	1,988	-27.6%	Shares	Sole	2022-05-09
2021-12-31	$207,597	1,979	—	Principal	Sole	2022-02-15
2021-09-30	$267,981	2,746	+43.0%	Shares	Sole	2021-11-15
2021-06-30	$189,542	1,920	+1.5%	Shares	Sole	2021-08-13
2021-03-31	$182,538	1,891	0.0%	Shares	Sole	2021-05-17
2020-12-31	$173,139	1,891	+15.7%	Shares	Sole	2021-02-09
2020-09-30	$144,707	1,634	-5.8%	Shares	Sole	2020-11-05
2020-06-30	$138,609	1,735	+1.9%	Shares	Sole	2020-08-04
2020-03-31	$137,738	1,703	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.