44 WEALTH MANAGEMENT LLC

Position in DUK — Duke Energy CORP

CIK 1831187 EUGENE, OR

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$350,373

-$64,313 QoQ

Shares Held

2,768

-12.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,712

of 2,446 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

44 WEALTH MANAGEMENT LLC holds $5,660,194 across 5 Utilities - Regulated Electric names. DUK ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co	12,202	$1,859,218
2	EVRG	Evergy, Inc.	19,460	$1,681,927
3	AEP	American Electric Power Co Inc	11,044	$1,510,929
4	DUK	Duke Energy CORP This page	2,768	$350,373
5	SO	Southern Co	2,693	$257,747

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$350,373	2,768	-12.6%	Shares	Sole	2026-08-14
2026-03-31	$414,686	3,167	0.0%	Shares	Sole	2026-05-15
2025-12-31	$371,204	3,167	0.0%	Shares	Sole	2026-02-09
2025-09-30	$391,916	3,167	0.0%	Shares	Sole	2025-11-14
2025-06-30	$373,706	3,167	0.0%	Shares	Sole	2025-08-15
2025-03-31	$386,278	3,167	0.0%	Shares	Sole	2025-04-29
2024-12-31	$341,212	3,167	0.0%	Shares	Sole	2025-02-03
2024-09-30	$365,155	3,167	0.0%	Shares	Sole	2024-10-25
2023-06-30	$284,206	3,167	0.0%	Shares	Sole	2023-07-18
2023-03-31	$305,520	3,167	0.0%	Shares	Sole	2023-04-20
2022-12-31	$326,169	3,167	0.0%	Shares	Sole	2023-01-20
2022-09-30	$294,594	3,167	0.0%	Shares	Sole	2022-10-12
2022-06-30	$339,534	3,167	0.0%	Shares	Sole	2022-07-22
2022-03-31	$353,627	3,167	0.0%	Shares	Sole	2022-04-18
2021-12-31	$332,218	3,167	0.0%	Shares	Sole	2022-01-13
2021-09-30	$309,067	3,167	0.0%	Shares	Sole	2021-10-20
2021-06-30	$312,646	3,167	-12.7%	Shares	Sole	2021-07-19
2021-03-31	$350,114	3,627	0.0%	Shares	Sole	2021-05-18
2020-12-31	$332,088	3,627	—	Shares	Sole	2021-03-05
No filing history on record for this holder in this stock.