EPG Wealth Management LLC

Position in DUK — Duke Energy CORP

CIK 1803058 ATLANTA, GA

Position in DUK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,144,409

+$290,812 QoQ

Shares Held

9,041

+38.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,056

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

EPG Wealth Management LLC holds $3,505,075 across 3 Utilities - Regulated Electric names. DUK ranks #2 (32.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	14,930	$1,428,950
2	DUK	Duke Energy CORP This page	9,041	$1,144,409
3	PEG	Public Service Enterprise Group Inc	11,480	$931,716

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,144,409	9,041	+38.7%	Shares	Sole	2026-07-28
2026-03-31	$853,597	6,519	+5.8%	Shares	Sole	2026-05-07
2025-12-31	$722,130	6,161	-0.0%	Shares	Sole	2026-01-28
2025-09-30	$762,795	6,164	+6.2%	Shares	Sole	2025-11-03
2025-06-30	$684,990	5,805	-31.5%	Shares	Sole	2025-08-05
2025-03-31	$1,034,183	8,479	+1.5%	Shares	Sole	2025-05-13
2024-12-31	$899,628	8,350	-0.8%	Shares	Sole	2025-02-14
2024-09-30	$970,710	8,419	—	Shares	Sole	2024-11-13
2024-06-30	$1,005,316	0	-100.0%	Shares	Sole	2024-08-13
2024-03-31	$961,780	9,945	+7.6%	Shares	Sole	2024-05-14
2023-12-31	$896,552	9,239	+2.1%	Shares	Sole	2024-02-15
2023-09-30	$798,929	9,052	+6.0%	Shares	Sole	2023-11-13
2023-06-30	$766,469	8,541	+1.8%	Shares	Sole	2023-08-15
2023-03-31	$809,286	8,389	+22.0%	Shares	Sole	2023-05-15
2022-12-31	$708,262	6,877	-1.5%	Shares	Sole	2023-02-15
2022-09-30	$649,465	6,982	+5.3%	Shares	Sole	2022-11-15
2022-06-30	$710,909	6,631	-4.6%	Shares	Sole	2022-08-15
2022-03-31	$775,813	6,948	+8.2%	Shares	Sole	2022-05-10
2021-12-31	$673,353	6,419	+1.1%	Shares	Sole	2022-02-14
2021-09-30	$619,501	6,348	+16.7%	Shares	Sole	2021-11-15
2021-06-30	$537,036	5,440	+6.1%	Shares	Sole	2021-08-09
2021-03-31	$494,812	5,126	+0.7%	Shares	Sole	2021-05-10
2020-12-31	$466,223	5,092	-8.5%	Shares	Sole	2021-01-29
2020-09-30	$492,747	5,564	-15.7%	Shares	Sole	2020-11-02
2020-06-30	$527,274	6,600	+3.9%	Shares	Sole	2020-08-06
2020-03-31	$513,668	6,351	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.