Lineweaver Wealth Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1797873 VALLEY VIEW, OH

Position in DUK

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,784,380

+$61,090 QoQ

Shares Held

21,997

+5.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#700

of 2,446 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Lineweaver Wealth Advisors, LLC holds $9,926,617 across 4 Utilities - Regulated Electric names. DUK ranks #2 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	50,864	$4,464,333
2	DUK	Duke Energy CORP This page	21,997	$2,784,380
3	SO	Southern Co	25,615	$2,451,611
4	EXC	Exelon Corp	4,854	$226,293

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,784,380	21,997	+5.8%	Shares	Sole	2026-07-09
2026-03-31	$2,723,290	20,798	+3.4%	Shares	Sole	2026-04-08
2025-12-31	$2,357,327	20,112	+7.0%	Shares	Sole	2026-01-14
2025-09-30	$2,326,995	18,804	+16.7%	Shares	Sole	2025-10-10
2025-06-30	$1,901,334	16,113	+7.9%	Shares	Sole	2025-07-09
2025-03-31	$1,821,743	14,936	+9.6%	Shares	Sole	2025-05-02
2024-12-31	$1,468,388	13,629	+10.9%	Shares	Sole	2025-02-05
2024-09-30	$1,416,806	12,288	+2.9%	Shares	Sole	2024-10-25
2024-06-30	$1,197,147	11,944	+5.3%	Shares	Sole	2024-08-02
2024-03-31	$1,096,691	11,340	+12.3%	Shares	Sole	2024-04-30
2023-12-31	$980,298	10,102	+10.3%	Shares	Sole	2024-01-19
2023-09-30	$808,461	9,160	+5.0%	Shares	Sole	2023-10-19
2023-06-30	$783,160	8,727	+4.9%	Shares	Sole	2023-07-27
2023-03-31	$802,533	8,319	+4.4%	Shares	Sole	2023-05-02
2022-12-31	$820,418	7,966	+0.9%	Shares	Sole	2023-01-26
2022-09-30	$734,578	7,897	+234.9%	Shares	Sole	2022-11-01
2022-06-30	$252,801	2,358	+4.7%	Shares	Sole	2022-07-26
2022-03-31	$251,569	2,253	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.