TrueWealth Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1817714 BIRMINGHAM, AL

Position in DUK

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$773,403

+$60,435 QoQ

Shares Held

6,110

+12.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#1,231

of 2,446 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

TrueWealth Advisors, LLC holds $4,648,605 across 2 Utilities - Regulated Electric names. DUK ranks #2 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SO	Southern Co	40,489	$3,875,202
2	DUK	Duke Energy CORP This page	6,110	$773,403

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$773,403	6,110	+12.2%	Shares	Sole	2026-07-08
2026-03-31	$712,968	5,445	+29.7%	Shares	Sole	2026-04-09
2025-12-31	$492,164	4,199	+9.1%	Shares	Sole	2026-01-07
2025-09-30	$476,313	3,849	+69.9%	Shares	Sole	2025-10-15
2025-06-30	$267,388	2,266	-0.5%	Shares	Sole	2025-07-03
2025-03-31	$277,847	2,278	-0.7%	Shares	Sole	2025-04-10
2024-12-31	$247,047	2,293	+0.3%	Shares	Sole	2025-01-15
2024-09-30	$263,691	2,287	+1.9%	Shares	Sole	2024-10-29
2024-06-30	$224,916	2,244	-7.6%	Shares	Sole	2024-07-24
2024-03-31	$234,908	2,429	+6.3%	Shares	Sole	2024-04-23
2023-12-31	$221,833	2,286	+0.7%	Shares	Sole	2024-02-08
2023-09-30	$200,261	2,269	-0.2%	Shares	Sole	2023-11-07
2023-06-30	$204,068	2,274	-5.9%	Shares	Sole	2023-07-31
2023-03-31	$233,167	2,417	+0.0%	Shares	Sole	2023-04-19
2022-12-31	$248,823	2,416	-0.9%	Shares	Sole	2023-01-23
2022-09-30	$226,689	2,437	+0.4%	Shares	Sole	2022-10-21
2022-06-30	$260,198	2,427	+18.4%	Shares	Sole	2022-07-27
2022-03-31	$228,791	2,049	0.0%	Shares	Sole	2022-05-05
2021-12-31	$214,940	2,049	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.