WCG Wealth Advisors LLC

Position in DUK — Duke Energy CORP

CIK 1855713 LAS VEGAS, NV

Position in DUK

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

Position Value

$3,042,350

-$69,700 QoQ

Shares Held

24,035

+1.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#663

of 2,446 holders

Holding Since

Jun 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

WCG Wealth Advisors LLC holds $15,395,546 across 6 Utilities - Regulated Electric names. DUK ranks #2 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	91,435	$6,244,096
2	DUK	Duke Energy CORP This page	24,035	$3,042,350
3	SO	Southern Co	26,068	$2,494,968
4	ETR	Entergy Corp /De/	11,247	$1,291,830
5	NEE	Nextera Energy Inc	14,718	$1,291,798
6	EVRG	Evergy, Inc.	11,923	$1,030,504

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,042,350	24,035	+1.1%	Shares	Sole	2026-08-14
2026-03-31	$3,112,050	23,767	+4.7%	Shares	Sole	2026-05-12
2025-12-31	$2,661,253	22,705	+71.0%	Shares	Sole	2026-02-10
2025-09-30	$1,643,028	13,277	+0.3%	Shares	Sole	2025-11-13
2025-06-30	$1,561,612	13,234	+30.9%	Shares	Sole	2025-08-13
2024-12-31	$1,089,574	10,113	-3.3%	Shares	Sole	2025-02-19
2024-09-30	$1,205,230	10,453	+431.1%	Shares	Sole	2024-11-13
2022-09-30	$24,743	266	—	Principal	Sole	2022-11-14
2022-09-30	$183,063	1,968	+1.7%	Shares	Sole	2022-11-14
2022-06-30	$207,451	1,935	—	Shares	Sole	2022-08-23
No filing history on record for this holder in this stock.