SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in DUK — Duke Energy CORP
CIK 1794153
MINNEAPOLIS, MN
Position in DUK
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$216,967
New position
Shares Held
1,657
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in DUK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,967 | 1,657 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||