Secure Asset Management, LLC

Position in DUK — Duke Energy CORP

CIK 1800692 Troy, MI

Position in DUK

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$432,144

-$70,403 QoQ

Shares Held

3,414

-11.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,580

of 2,452 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Utilities · as of Jun 30, 2026

Secure Asset Management, LLC holds $4,649,471 across 6 Utilities - Regulated Electric names. DUK ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	31,185	$2,321,723
2	AEP	American Electric Power Co Inc	6,597	$902,535
3	DTE	Dte Energy Co	3,262	$497,030
4	DUK	Duke Energy CORP This page	3,414	$432,144
5	SO	Southern Co	2,860	$273,730
6	CMS	Cms Energy Corp	2,906	$222,309

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$432,144	3,414	-11.0%	Shares	Sole	2026-07-15
2026-03-31	$502,547	3,838	+3.7%	Shares	Sole	2026-04-09
2025-12-31	$433,794	3,701	+7.2%	Shares	Sole	2026-01-20
2025-09-30	$427,308	3,453	+0.4%	Shares	Sole	2025-10-09
2025-06-30	$405,802	3,439	-4.3%	Shares	Sole	2025-07-10
2025-03-31	$438,238	3,593	+64.0%	Shares	Sole	2025-04-10
2024-12-31	$236,058	2,191	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.