Wealth Dimensions Group, Ltd.

Position in DUK — Duke Energy CORP

CIK 1846462 CINCINNATI, OH

Position in DUK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,683,007

+$7,630 QoQ

Shares Held

13,296

+3.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#882

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

Wealth Dimensions Group, Ltd. holds $2,997,710 across 4 Utilities - Regulated Electric names. DUK ranks #1 (56.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	13,296	$1,683,007
2	SO	Southern Co	7,271	$695,907
3	NEE	Nextera Energy Inc	4,558	$400,055
4	EXC	Exelon Corp	4,692	$218,741

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,683,007	13,296	+3.9%	Shares	Sole	2026-07-22
2026-03-31	$1,675,377	12,795	-6.9%	Shares	Sole	2026-05-12
2025-12-31	$1,609,996	13,736	-2.4%	Shares	Sole	2026-02-13
2025-09-30	$1,742,152	14,078	-2.2%	Shares	Sole	2025-10-30
2025-06-30	$1,697,902	14,389	-0.5%	Shares	Sole	2025-08-12
2025-03-31	$1,763,320	14,457	-0.4%	Shares	Sole	2025-05-05
2024-12-31	$1,563,630	14,513	+0.4%	Shares	Sole	2025-02-13
2024-09-30	$1,667,238	14,460	-0.7%	Shares	Sole	2024-11-12
2024-06-30	$1,459,248	14,559	+1.4%	Shares	Sole	2024-08-09
2024-03-31	$1,388,949	14,362	+1.0%	Shares	Sole	2024-05-09
2023-12-31	$1,380,491	14,226	-2.0%	Shares	Sole	2024-02-09
2023-09-30	$1,281,711	14,522	+8.3%	Shares	Sole	2023-11-14
2023-06-30	$1,203,054	13,406	+9.3%	Shares	Sole	2023-08-14
2023-03-31	$1,183,301	12,266	-1.2%	Shares	Sole	2023-05-09
2022-12-31	$1,278,826	12,417	+6.2%	Shares	Sole	2023-02-10
2022-09-30	$1,087,775	11,694	-0.1%	Shares	Sole	2022-11-10
2022-06-30	$1,254,464	11,701	+0.1%	Shares	Sole	2022-08-05
2022-03-31	$1,305,752	11,694	-0.6%	Shares	Sole	2022-05-04
2021-12-31	$1,233,833	11,762	-1.3%	Shares	Sole	2022-02-04
2021-09-30	$1,163,077	11,918	+0.9%	Shares	Sole	2021-11-03
2021-06-30	$1,165,883	11,810	-0.1%	Shares	Sole	2021-08-12
2021-03-31	$1,140,984	11,820	+0.1%	Shares	Sole	2021-05-13
2020-12-31	$1,080,865	11,805	—	Shares	Sole	2021-02-17
No filing history on record for this holder in this stock.