WealthTrust Asset Management, LLC

Position in DUK — Duke Energy CORP

CIK 1867894 Destin, FL

Position in DUK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$250,881

-$7,594 QoQ

Shares Held

1,982

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,941

of 2,440 holders

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

WealthTrust Asset Management, LLC holds $1,118,711 across 4 Utilities - Regulated Electric names. DUK ranks #3 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	3,595	$344,077
2	AEP	American Electric Power Co Inc	1,998	$273,346
3	DUK	Duke Energy CORP This page	1,982	$250,881
4	NEE	Nextera Energy Inc	2,853	$250,407

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,881	1,982	+0.4%	Shares	Sole	2026-07-27
2026-03-31	$258,475	1,974	+9.8%	Shares	Sole	2026-05-06
2025-09-30	$222,502	1,798	+0.4%	Shares	Sole	2025-11-12
2025-06-30	$211,220	1,790	-14.8%	Shares	Sole	2025-08-08
2025-03-31	$256,137	2,100	+0.4%	Shares	Sole	2025-05-01
2024-12-31	$225,392	2,092	+0.4%	Shares	Sole	2025-02-10
2024-09-30	$240,169	2,083	-26.2%	Shares	Sole	2024-11-12
2023-12-31	$273,749	2,821	+46.6%	Shares	Sole	2024-02-08
2022-06-30	$206,272	1,924	+0.1%	Shares	Sole	2022-08-08
2022-03-31	$214,610	1,922	+0.1%	Shares	Sole	2022-05-27
2021-12-31	$201,512	1,921	—	Shares	Sole	2022-05-27
No filing history on record for this holder in this stock.