FWG Holdings, LLC

Position in DUK — Duke Energy CORP

CIK 1862067 WINTER PARK, FL

Position in DUK

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

Position Value

$497,079

-$362 QoQ

Shares Held

3,927

+3.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,483

of 2,446 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

FWG Holdings, LLC holds $2,244,264 across 3 Utilities - Regulated Electric names. DUK ranks #2 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	15,291	$1,342,091
2	DUK	Duke Energy CORP This page	3,927	$497,079
3	AEP	American Electric Power Co Inc	2,961	$405,094

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$497,079	3,927	+3.4%	Shares	Sole	2026-08-14
2026-03-31	$497,441	3,799	+1.9%	Shares	Sole	2026-04-13
2025-12-31	$437,076	3,729	0.0%	Shares	Sole	2026-01-29
2025-09-30	$461,463	3,729	+37.0%	Shares	Sole	2025-10-30
2025-06-30	$321,196	2,722	+0.5%	Shares	Sole	2025-08-05
2025-03-31	$330,416	2,709	+0.3%	Shares	Sole	2025-05-02
2024-12-31	$291,005	2,701	+0.2%	Shares	Sole	2025-02-07
2024-09-30	$310,733	2,695	-11.6%	Shares	Sole	2024-11-08
2024-06-30	$305,701	3,050	+0.3%	Shares	Sole	2024-07-31
2024-03-31	$294,191	3,042	+1.4%	Shares	Sole	2024-05-13
2023-12-31	$291,022	2,999	+10.6%	Shares	Sole	2024-01-12
2023-09-30	$239,272	2,711	+0.3%	Shares	Sole	2023-10-12
2023-06-30	$242,567	2,703	+0.3%	Shares	Sole	2023-08-10
2023-03-31	$259,986	2,695	-0.1%	Shares	Sole	2023-05-12
2022-12-31	$277,867	2,698	+0.7%	Shares	Sole	2023-02-07
2022-09-30	$249,293	2,680	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$286,572	2,673	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.