Mattern Wealth Management LLC

Position in DUK — Duke Energy CORP

CIK 1802376 LAWRENCE, KS

Position in DUK

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$419,992

+$186,919 QoQ

Shares Held

3,318

+86.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,595

of 2,440 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Mattern Wealth Management LLC holds $3,133,692 across 4 Utilities - Regulated Electric names. DUK ranks #4 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	19,517	$1,713,007
2	AEP	American Electric Power Co Inc	4,042	$552,986
3	EVRG	Evergy, Inc.	5,180	$447,707
4	DUK	Duke Energy CORP This page	3,318	$419,992

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$419,992	3,318	+86.4%	Shares	Sole	2026-07-23
2026-03-31	$233,073	1,780	0.0%	Shares	Sole	2026-04-23
2025-12-31	$208,633	1,780	0.0%	Shares	Sole	2026-01-16
2025-09-30	$220,275	1,780	0.0%	Shares	Sole	2025-10-20
2025-06-30	$210,040	1,780	0.0%	Shares	Sole	2025-07-17
2025-03-31	$217,106	1,780	0.0%	Shares	Sole	2025-04-23
2024-09-30	$205,234	1,780	—	Shares	Sole	2024-10-21
No filing history on record for this holder in this stock.