SteelPeak Wealth, LLC

Position in DUK — Duke Energy CORP

CIK 1801868 WOODLAND HILLS, CA

Position in DUK

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$381,132

-$18,235 QoQ

Shares Held

3,011

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,652

of 2,446 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Utilities · as of Jun 30, 2026

SteelPeak Wealth, LLC holds $16,964,479 across 7 Utilities - Regulated Electric names. DUK ranks #7 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	80,295	$7,047,492
2	AEP	American Electric Power Co Inc	30,784	$4,211,559
3	AEE	Ameren Corp	32,325	$3,654,018
4	ES	Eversource Energy	9,798	$708,101
5	EIX	Edison International	6,568	$488,987
6	SO	Southern Co	4,944	$473,190
7	DUK	Duke Energy CORP This page	3,011	$381,132

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$381,132	3,011	-1.3%	Shares	Sole	2026-07-13
2026-03-31	$399,367	3,050	-9.5%	Shares	Sole	2026-05-05
2025-12-31	$394,997	3,370	-90.9%	Shares	Sole	2026-01-20
2025-09-30	$4,568,231	36,915	-5.3%	Shares	Sole	2025-10-21
2025-06-30	$4,597,988	38,966	-3.3%	Shares	Sole	2025-07-23
2025-03-31	$4,913,683	40,286	+41.5%	Shares	Sole	2025-05-01
2024-12-31	$3,066,603	28,463	-56.4%	Shares	Sole	2025-01-23
2024-09-30	$7,524,823	65,263	+74.0%	Shares	Sole	2024-10-25
2023-12-31	$3,638,708	37,497	+864.4%	Shares	Sole	2024-01-24
2022-09-30	$361,661	3,888	-36.4%	Shares	Sole	2022-10-26
2022-06-30	$655,481	6,114	+7.2%	Shares	Sole	2022-08-02
2020-09-30	$505,323	5,706	+54.6%	Shares	Sole	2020-10-26
2020-03-31	$298,608	3,692	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.