Octavia Wealth Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1841259 CINCINNATI, OH

Position in DUK

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

Position Value

$494,927

-$220,660 QoQ

Shares Held

3,910

-28.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,491

of 2,446 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Octavia Wealth Advisors, LLC holds $1,069,799 across 3 Utilities - Regulated Electric names. DUK ranks #1 (46.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	3,910	$494,927
2	AEP	American Electric Power Co Inc	2,332	$319,040
3	SO	Southern Co	2,673	$255,832

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$494,927	3,910	-28.5%	Shares	Sole	2026-07-14
2026-03-31	$715,587	5,465	+8.9%	Shares	Sole	2026-04-10
2025-12-31	$588,159	5,018	-7.1%	Shares	Sole	2026-01-23
2025-09-30	$668,250	5,400	+42.0%	Shares	Sole	2025-10-28
2025-06-30	$448,636	3,802	-21.8%	Shares	Sole	2025-07-16
2025-03-31	$593,384	4,865	-0.7%	Shares	Sole	2025-04-14
2024-12-31	$527,818	4,899	+0.3%	Shares	Sole	2025-01-17
2024-09-30	$563,240	4,885	-4.5%	Shares	Sole	2024-10-10
2024-06-30	$512,676	5,115	+24.7%	Shares	Sole	2024-08-02
2024-03-31	$396,801	4,103	-21.3%	Shares	Sole	2024-04-15
2023-12-31	$505,966	5,214	-20.9%	Shares	Sole	2024-01-30
2023-09-30	$581,545	6,589	+20.7%	Shares	Sole	2023-10-30
2023-06-30	$489,890	5,459	+44.9%	Shares	Sole	2023-07-18
2023-03-31	$363,402	3,767	+13.6%	Shares	Sole	2023-04-20
2022-12-31	$341,411	3,315	+6.2%	Shares	Sole	2023-01-19
2022-09-30	$290,315	3,121	-0.8%	Shares	Sole	2022-10-17
2022-06-30	$337,389	3,147	+2.2%	Shares	Sole	2022-07-18
2022-03-31	$343,912	3,080	-23.1%	Shares	Sole	2022-04-20
2021-12-31	$420,124	4,005	+70.4%	Shares	Sole	2022-01-28
2021-09-30	$229,336	2,350	-27.3%	Shares	Sole	2021-11-12
2021-06-30	$318,964	3,231	+2.6%	Shares	Sole	2021-07-26
2021-03-31	$303,972	3,149	-5.3%	Shares	Sole	2021-05-10
2020-12-31	$304,437	3,325	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.