MBE Wealth Management, LLC

Position in DUK — Duke Energy CORP

CIK 1775850 TOMAH, WI

Position in DUK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$214,173

-$50,587 QoQ

Shares Held

1,692

-16.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#2,058

of 2,452 holders

Holding Since

Mar 2020

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MBE Wealth Management, LLC holds $2,491,930 across 6 Utilities - Regulated Electric names. DUK ranks #6 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MGEE	Mge Energy Inc	9,918	$808,713
2	LNT	Alliant Energy Corp	5,666	$432,259
3	NEE	Nextera Energy Inc	4,267	$374,514
4	SO	Southern Co	3,512	$336,133
5	WEC	Wec Energy Group, Inc.	2,793	$326,138
6	DUK	Duke Energy CORP This page	1,692	$214,173

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,173	1,692	-16.3%	Shares	Sole	2026-07-24
2026-03-31	$264,760	2,022	+19.4%	Shares	Sole	2026-04-21
2025-09-30	$209,508	1,693	+7260.9%	Shares	Sole	2025-10-28
2020-03-31	$1,860	23	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.