IVC Wealth Advisors LLC

Position in DUK — Duke Energy CORP

CIK 1842811 SILVERDALE, PA

Position in DUK

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

Position Value

$269,615

+$13,366 QoQ

Shares Held

2,130

+8.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,894

of 2,443 holders

Holding Since

Sep 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

IVC Wealth Advisors LLC holds $2,164,797 across 5 Utilities - Regulated Electric names. DUK ranks #5 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	8,324	$675,575
2	SO	Southern Co	5,626	$538,464
3	AEP	American Electric Power Co Inc	2,493	$341,067
4	ED	Consolidated Edison Inc	3,074	$340,076
5	DUK	Duke Energy CORP This page	2,130	$269,615

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,615	2,130	+8.8%	Shares	Sole	2026-07-14
2026-03-31	$256,249	1,957	+13.8%	Shares	Sole	2026-04-16
2025-12-31	$201,601	1,720	+1.5%	Shares	Sole	2026-01-16
2025-09-30	$209,756	1,695	-4.5%	Shares	Sole	2025-10-09
2024-09-30	$204,542	1,774	—	Shares	Sole	2024-10-24
No filing history on record for this holder in this stock.