Tradition Wealth Management, LLC

Position in DUK — Duke Energy CORP

CIK 1843010 EDINA, MN

Position in DUK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$338,728

+$7,974 QoQ

Shares Held

2,676

+5.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,739

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

Tradition Wealth Management, LLC holds $4,768,348 across 6 Utilities - Regulated Electric names. DUK ranks #5 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	30,610	$2,457,983
2	SO	Southern Co	7,167	$685,953
3	NEE	Nextera Energy Inc	7,651	$671,528
4	AEP	American Electric Power Co Inc	2,870	$392,644
5	DUK	Duke Energy CORP This page	2,676	$338,728
6	WEC	Wec Energy Group, Inc.	1,897	$221,512

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$338,728	2,676	+5.9%	Shares	Sole	2026-08-11
2026-03-31	$330,754	2,526	+2.4%	Shares	Sole	2026-05-15
2025-12-31	$289,039	2,466	+1.1%	Shares	Sole	2026-02-11
2025-09-30	$301,702	2,438	+1.6%	Shares	Sole	2025-11-13
2025-06-30	$283,082	2,399	+3.0%	Shares	Sole	2025-08-12
2025-03-31	$283,946	2,328	-0.4%	Shares	Sole	2025-05-14
2024-12-31	$251,788	2,337	+3.0%	Shares	Sole	2025-02-13
2024-09-30	$261,731	2,270	+0.6%	Shares	Sole	2024-11-14
2024-06-30	$226,219	2,257	+1.1%	Shares	Sole	2024-08-12
2024-03-31	$215,953	2,233	+0.7%	Shares	Sole	2024-05-13
2023-12-31	$215,137	2,217	+0.7%	Shares	Sole	2024-02-12
2023-09-30	$194,348	2,202	+1.1%	Shares	Sole	2023-11-13
2023-06-30	$195,543	2,179	+0.7%	Shares	Sole	2023-08-14
2023-03-31	$208,761	2,164	+3.9%	Shares	Sole	2023-05-12
2022-12-31	$214,528	2,083	+1.4%	Shares	Sole	2023-02-03
2022-09-30	$191,156	2,055	+33.1%	Shares	Sole	2022-11-14
2022-06-30	$165,532	1,544	+0.5%	Shares	Sole	2022-08-02
2022-03-31	$171,509	1,536	+0.5%	Shares	Sole	2022-05-11
2021-12-31	$160,287	1,528	+0.5%	Shares	Sole	2022-02-14
2021-09-30	$148,434	1,521	+0.5%	Shares	Sole	2021-11-12
2021-06-30	$149,363	1,513	+0.5%	Shares	Sole	2021-08-09
2021-03-31	$145,277	1,505	+0.5%	Shares	Sole	2021-05-14
2020-12-31	$137,065	1,497	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.