Strategic Wealth Investment Group, LLC
Position in DUK — Duke Energy CORP
CIK 1802365
LOUISVILLE, KY
Position in DUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,114,193
-$3,817,475 QoQ
Shares Held
48,303
-36.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#449
of 2,446 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Strategic Wealth Investment Group, LLC holds $18,606,497 across 2 Utilities - Regulated Electric names. DUK ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
142,330 | $12,492,304 | |
| 2 | DUK |
Duke Energy CORP
This page
|
48,303 | $6,114,193 |
All Filings in DUK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,114,193 | 48,303 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $9,931,668 | 75,849 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,740,349 | 74,570 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,079,113 | 97,609 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $429,756 | 3,642 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $407,745 | 3,343 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $9,311,537 | 86,426 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $9,390,723 | 81,446 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,771,538 | 67,560 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $917,707 | 9,457 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $449,508 | 5,093 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $222,555 | 2,480 | Shares | Sole | 2023-07-17 | |
| 2022-12-31 | $562,840 | 5,465 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $431,798 | 4,642 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $426,803 | 3,981 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $391,368 | 3,505 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $352,044 | 3,356 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $314,337 | 3,221 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $417,092 | 4,225 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $361,118 | 3,741 | Shares | Sole | 2021-04-22 | |
| 2020-09-30 | $324,218 | 3,661 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $278,256 | 3,483 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $286,881 | 3,547 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||