Provident Wealth Management, LLC

Position in DUK — Duke Energy CORP

CIK 1799797 BRENTWOOD, TN

Position in DUK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$266,830

-$9,191 QoQ

Shares Held

2,108

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#1,902

of 2,440 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Provident Wealth Management, LLC holds $266,830 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DUK	Duke Energy CORP This page	2,108	$266,830

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$266,830	2,108	0.0%	Shares	Sole	2026-08-04
2026-03-31	$276,021	2,108	0.0%	Shares	Sole	2026-04-17
2025-12-31	$247,078	2,108	0.0%	Shares	Sole	2026-01-28
2025-09-30	$260,865	2,108	+7.7%	Shares	Sole	2025-10-16
2025-06-30	$231,044	1,958	0.0%	Shares	Sole	2025-07-18
2025-03-31	$238,817	1,958	0.0%	Shares	Sole	2025-04-21
2024-12-31	$210,954	1,958	0.0%	Shares	Sole	2025-02-04
2024-09-30	$225,757	1,958	-12.9%	Shares	Sole	2024-10-16
2023-03-31	$216,768	2,247	-0.1%	Shares	Sole	2023-04-20
2022-12-31	$231,624	2,249	+2.6%	Shares	Sole	2023-01-19
2022-09-30	$203,992	2,193	+0.0%	Shares	Sole	2022-10-20
2022-06-30	$235,004	2,192	-0.2%	Shares	Sole	2022-07-18
2022-03-31	$245,317	2,197	+1.9%	Shares	Sole	2022-04-21
2021-12-31	$226,269	2,157	-2.3%	Shares	Sole	2022-02-02
2021-09-30	$215,381	2,207	0.0%	Shares	Sole	2021-11-08
2021-06-30	$217,875	2,207	0.0%	Shares	Sole	2021-08-06
2021-03-31	$213,041	2,207	0.0%	Shares	Sole	2021-04-16
2020-12-31	$202,072	2,207	0.0%	Shares	Sole	2021-01-20
2020-09-30	$195,451	2,207	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.