Xcel Wealth Management, LLC

Position in DUK — Duke Energy CORP

CIK 1791002 Holly Hill, FL

Position in DUK

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

Position Value

$388,094

-$84,599 QoQ

Shares Held

3,066

-15.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,639

of 2,446 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Xcel Wealth Management, LLC holds $8,516,698 across 5 Utilities - Regulated Electric names. DUK ranks #5 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	66,724	$5,856,365
2	SO	Southern Co	10,872	$1,040,559
3	PPL	PPL Corp	21,866	$794,829
4	D	Dominion Energy, Inc	6,397	$436,851
5	DUK	Duke Energy CORP This page	3,066	$388,094

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$388,094	3,066	-15.1%	Shares	Sole	2026-07-24
2026-03-31	$472,693	3,610	-0.7%	Shares	Sole	2026-04-21
2025-12-31	$426,292	3,637	-0.3%	Shares	Sole	2026-01-26
2025-09-30	$451,316	3,647	0.0%	Shares	Sole	2025-10-29
2025-06-30	$430,346	3,647	+16.2%	Shares	Sole	2025-07-15
2025-03-31	$382,863	3,139	0.0%	Shares	Sole	2025-04-28
2024-12-31	$338,195	3,139	0.0%	Shares	Sole	2025-02-05
2024-09-30	$361,926	3,139	+0.7%	Shares	Sole	2024-10-21
2024-06-30	$312,416	3,117	+23.8%	Shares	Sole	2024-07-23
2024-03-31	$243,419	2,517	+13.5%	Shares	Sole	2024-04-22
2023-12-31	$215,137	2,217	+9.8%	Shares	Sole	2024-01-29
2022-06-30	$216,456	2,019	+0.1%	Shares	Sole	2022-07-26
2022-03-31	$225,218	2,017	0.0%	Shares	Sole	2022-04-29
2021-12-31	$211,583	2,017	-8.6%	Shares	Sole	2022-02-03
2020-12-31	$201,981	2,206	—	Shares	Sole	2021-01-13
No filing history on record for this holder in this stock.