Wellspring Financial Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1811308 CLEVELAND, OH

Position in DUK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$220,755

-$12,187 QoQ

Shares Held

1,744

-2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,031

of 2,446 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Wellspring Financial Advisors, LLC holds $3,277,912 across 5 Utilities - Regulated Electric names. DUK ranks #5 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	18,668	$1,638,490
2	AEE	Ameren Corp	6,259	$707,517
3	D	Dominion Energy, Inc	6,939	$473,864
4	XEL	Xcel Energy Inc	2,955	$237,286
5	DUK	Duke Energy CORP This page	1,744	$220,755

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,755	1,744	-2.0%	Shares	Sole	2026-07-20
2026-03-31	$232,942	1,779	-24.7%	Shares	Sole	2026-05-15
2025-12-31	$276,732	2,361	+14.8%	Shares	Sole	2026-02-11
2025-09-30	$254,553	2,057	0.0%	Shares	Sole	2025-11-13
2025-06-30	$242,726	2,057	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.