Waterfront Wealth Inc.

Position in DUK — Duke Energy CORP

CIK 1775210 OVERLAND PARK, KS

Position in DUK

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

Position Value

$240,881

New position

Shares Held

1,903

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,972

of 2,446 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Waterfront Wealth Inc. holds $2,055,441 across 5 Utilities - Regulated Electric names. DUK ranks #4 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEE	Ameren Corp	7,254	$819,992
2	EVRG	Evergy, Inc.	6,067	$524,370
3	IDA	Idacorp Inc	1,600	$242,080
4	DUK	Duke Energy CORP This page	1,903	$240,881
5	OGE	Oge Energy Corp.	4,688	$228,118

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,881	1,903	—	Shares	Sole	2026-07-30
No filing history on record for this holder in this stock.