CWS Financial Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1802459 KALAMAZOO, MI

Position in DUK

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

Position Value

$410,119

-$2,996 QoQ

Shares Held

3,240

+2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,614

of 2,446 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CWS Financial Advisors, LLC holds $4,976,924 across 6 Utilities - Regulated Electric names. DUK ranks #5 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	18,002	$1,722,971
2	ETR	Entergy Corp /De/	8,848	$1,016,281
3	WEC	Wec Energy Group, Inc.	7,054	$823,695
4	NEE	Nextera Energy Inc	7,559	$663,453
5	DUK	Duke Energy CORP This page	3,240	$410,119
6	LNT	Alliant Energy Corp	4,462	$340,405

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$410,119	3,240	+2.7%	Shares	Sole	2026-07-30
2026-03-31	$413,115	3,155	+0.1%	Shares	Sole	2026-04-27
2025-12-31	$369,563	3,153	-1.5%	Shares	Sole	2026-02-06
2025-09-30	$396,247	3,202	+5.0%	Shares	Sole	2025-11-04
2025-06-30	$359,900	3,050	-7.8%	Shares	Sole	2025-08-08
2025-03-31	$403,476	3,308	0.0%	Shares	Sole	2025-05-14
2024-12-31	$356,403	3,308	-16.4%	Shares	Sole	2025-02-04
2024-09-30	$456,357	3,958	-0.5%	Shares	Sole	2024-11-14
2024-06-30	$398,815	3,979	+0.0%	Shares	Sole	2024-07-31
2024-03-31	$384,712	3,978	-18.8%	Shares	Sole	2024-05-01
2023-12-31	$475,107	4,896	+0.3%	Shares	Sole	2024-02-08
2023-09-30	$430,885	4,882	-2.3%	Shares	Sole	2023-11-14
2023-06-30	$448,520	4,998	-4.5%	Shares	Sole	2023-08-14
2023-03-31	$504,731	5,232	+11.2%	Shares	Sole	2023-05-09
2022-12-31	$484,464	4,704	-5.9%	Shares	Sole	2023-02-10
2022-09-30	$464,820	4,997	0.0%	Shares	Sole	2022-11-09
2022-06-30	$535,728	4,997	+0.0%	Shares	Sole	2022-08-08
2022-03-31	$557,853	4,996	+2.4%	Shares	Sole	2022-05-03
2021-12-31	$511,807	4,879	+2.3%	Shares	Sole	2022-02-15
2021-06-30	$470,993	4,771	+1.4%	Shares	Sole	2021-08-06
2021-03-31	$454,077	4,704	+0.1%	Shares	Sole	2021-05-13
2020-12-31	$430,332	4,700	+1.1%	Shares	Sole	2021-02-12
2020-09-30	$411,804	4,650	-12.4%	Shares	Sole	2020-11-10
2020-06-30	$424,136	5,309	+7.6%	Shares	Sole	2020-08-11
2020-03-31	$398,981	4,933	—	Shares	Sole	2020-04-02
No filing history on record for this holder in this stock.