Tower Wealth Partners, Inc.

Position in DUK — Duke Energy CORP

CIK 1852808 LEWISBURG, PA

Position in DUK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$286,070

+$35,975 QoQ

Shares Held

2,260

+18.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#1,853

of 2,440 holders

Holding Since

Jun 2022

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Tower Wealth Partners, Inc. holds $2,070,589 across 4 Utilities - Regulated Electric names. DUK ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PPL	PPL Corp	34,783	$1,264,362
2	WEC	Wec Energy Group, Inc.	2,495	$291,341
3	DUK	Duke Energy CORP This page	2,260	$286,070
4	NEE	Nextera Energy Inc	2,607	$228,816

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$286,070	2,260	+18.3%	Shares	Sole	2026-08-12
2026-03-31	$250,095	1,910	-4.3%	Shares	Sole	2026-05-08
2025-12-31	$233,833	1,995	+0.6%	Shares	Sole	2026-01-16
2025-09-30	$245,520	1,984	-1.6%	Shares	Sole	2025-11-07
2025-06-30	$237,888	2,016	+9.2%	Shares	Sole	2025-07-28
2025-03-31	$225,156	1,846	-4.4%	Shares	Sole	2025-04-11
2022-06-30	$206,915	1,930	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.