HFR Wealth Management, LLC

Position in DUK — Duke Energy CORP

CIK 1877822 NISKAYUNA, NY

Position in DUK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$11,885,988

-$909,599 QoQ

Shares Held

93,901

-3.9% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

3.07%

of 13F equity value

Holder Rank

#306

of 2,440 holders

Holding Since

Jun 2021

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HFR Wealth Management, LLC holds $35,073,854 across 3 Utilities - Regulated Electric names. DUK ranks #1 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	93,901	$11,885,988
2	WEC	Wec Energy Group, Inc.	100,542	$11,740,289
3	NEE	Nextera Energy Inc	130,427	$11,447,577

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,885,988	93,901	-3.9%	Shares	Sole	2026-08-07
2026-03-31	$12,795,587	97,721	+4732.9%	Shares	Sole	2026-05-04
2022-12-31	$208,245	2,022	0.0%	Shares	Sole	2023-02-13
2022-06-30	$216,778	2,022	0.0%	Shares	Sole	2022-08-11
2022-03-31	$225,776	2,022	-7.6%	Shares	Sole	2022-05-10
2021-12-31	$229,626	2,189	0.0%	Shares	Sole	2022-02-07
2021-09-30	$213,624	2,189	0.0%	Shares	Sole	2021-11-10
2021-06-30	$216,098	2,189	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.