Alaethes Wealth, LLC

Position in DUK — Duke Energy CORP

CIK 1859677 GLENBROOK, NV

Position in DUK

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

Position Value

$2,132,240

-$67,813 QoQ

Shares Held

16,845

+0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#794

of 2,446 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Alaethes Wealth, LLC holds $8,697,598 across 4 Utilities - Regulated Electric names. DUK ranks #3 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	28,430	$2,495,301
2	SO	Southern Co	23,659	$2,264,402
3	DUK	Duke Energy CORP This page	16,845	$2,132,240
4	D	Dominion Energy, Inc	26,441	$1,805,655

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,132,240	16,845	+0.3%	Shares	Sole	2026-08-14
2026-03-31	$2,200,053	16,802	+0.6%	Shares	Sole	2026-05-12
2025-12-31	$1,957,993	16,705	+0.2%	Shares	Sole	2026-02-12
2025-09-30	$2,063,655	16,676	+18.7%	Shares	Sole	2025-11-13
2025-06-30	$1,658,018	14,051	+416.6%	Shares	Sole	2025-08-15
2024-06-30	$272,625	2,720	0.0%	Shares	Sole	2024-08-13
2024-03-31	$263,051	2,720	0.0%	Shares	Sole	2024-05-15
2023-12-31	$263,948	2,720	-1.3%	Shares	Sole	2024-02-12
2023-09-30	$243,156	2,755	-12.0%	Shares	Sole	2023-11-13
2023-03-31	$301,951	3,130	+17.6%	Shares	Sole	2023-05-16
2022-12-31	$274,159	2,662	0.0%	Shares	Sole	2023-02-13
2022-09-30	$247,619	2,662	0.0%	Shares	Sole	2022-11-14
2022-06-30	$285,393	2,662	0.0%	Shares	Sole	2022-08-16
2022-03-31	$297,238	2,662	0.0%	Shares	Sole	2022-05-16
2021-12-31	$279,243	2,662	-43.7%	Shares	Sole	2022-02-15
2021-09-30	$461,210	4,726	-6.2%	Shares	Sole	2021-11-16
2021-06-30	$497,548	5,040	0.0%	Shares	Sole	2021-08-13
2021-03-31	$486,511	5,040	—	Shares	Sole	2021-05-04
No filing history on record for this holder in this stock.