LAKE STREET PRIVATE WEALTH, LLC

Position in DUK — Duke Energy CORP

CIK 1772031 CHICAGO, IL

Position in DUK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$473,029

-$16,293 QoQ

Shares Held

3,737

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,519

of 2,452 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LAKE STREET PRIVATE WEALTH, LLC holds $1,462,187 across 4 Utilities - Regulated Electric names. DUK ranks #2 (32.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	6,591	$578,492
2	DUK	Duke Energy CORP This page	3,737	$473,029
3	EXC	Exelon Corp	4,414	$205,780
4	ED	Consolidated Edison Inc	1,852	$204,886

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$473,029	3,737	0.0%	Shares	Sole	2026-08-10
2026-03-31	$489,322	3,737	0.0%	Shares	Sole	2026-04-13
2025-12-31	$438,013	3,737	+3.3%	Shares	Sole	2026-01-07
2025-09-30	$447,603	3,617	-2.7%	Shares	Sole	2025-11-10
2025-06-30	$438,606	3,717	0.0%	Shares	Sole	2025-08-11
2025-03-31	$453,362	3,717	+8.0%	Shares	Sole	2025-04-10
2024-12-31	$370,841	3,442	-21.2%	Shares	Sole	2025-01-15
2024-09-30	$503,515	4,367	-31.8%	Shares	Sole	2024-10-22
2024-06-30	$641,371	6,399	-2.3%	Shares	Sole	2024-07-12
2024-03-31	$633,353	6,549	-4.7%	Shares	Sole	2024-04-19
2023-12-31	$667,052	6,874	-13.0%	Shares	Sole	2024-01-10
2023-09-30	$697,607	7,904	+0.2%	Shares	Sole	2023-10-20
2023-06-30	$707,779	7,887	-2.1%	Shares	Sole	2023-07-18
2023-03-31	$777,548	8,060	+42.8%	Shares	Sole	2023-04-17
2022-12-31	$581,172	5,643	+13.3%	Shares	Sole	2023-01-25
2022-09-30	$463,425	4,982	-2.0%	Shares	Sole	2022-10-21
2022-06-30	$544,841	5,082	-7.1%	Shares	Sole	2022-07-12
2022-03-31	$611,003	5,472	-4.4%	Shares	Sole	2022-05-09
2021-12-31	$600,237	5,722	+2.1%	Shares	Sole	2022-01-24
2021-09-30	$546,699	5,602	-3.9%	Shares	Sole	2021-10-07
2021-06-30	$575,735	5,832	-1.9%	Shares	Sole	2021-07-14
2021-03-31	$573,581	5,942	-5.6%	Shares	Sole	2021-04-16
2020-12-31	$576,095	6,292	+1.6%	Shares	Sole	2021-01-19
2020-09-30	$548,363	6,192	+3.3%	Shares	Sole	2020-10-09
2020-06-30	$478,700	5,992	+10.1%	Shares	Sole	2020-07-14
2020-03-31	$440,148	5,442	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.