Activest Wealth Management

Position in DUK — Duke Energy CORP

CIK 1883134 AVENTURA, FL

Position in DUK

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$33,127

+$25,743 QoQ

Shares Held

253

+301.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

12 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

Activest Wealth Management holds $454,607 across 23 Utilities - Regulated Electric names. DUK ranks #5 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	1,671	$122,283
2	PCG	PG&E Corp	4,733	$83,158
3	NEE	Nextera Energy Inc	488	$45,325
4	SO	Southern Co	381	$36,774
5	DUK	Duke Energy CORP This page	253	$33,127
6	ES	Eversource Energy	393	$27,227
7	AEE	Ameren Corp	244	$26,820
8	ED	Consolidated Edison Inc	165	$18,674

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$33,127	253	+301.6%	Shares	Sole	2026-04-15
2025-12-31	$7,384	63	-71.6%	Shares	Sole	2026-01-30
2025-09-30	$27,472	222	+5.7%	Shares	Sole	2025-11-03
2025-06-30	$24,780	210	-0.9%	Shares	Sole	2025-07-29
2025-03-31	$25,857	212	+98.1%	Shares	Sole	2025-05-15
2024-12-31	$11,528	107	+7.0%	Shares	Sole	2025-01-28
2024-09-30	$11,530	100	—	Shares	Sole	2024-11-12
2024-06-30	$0	0	—	Shares	Sole	2024-07-30
2024-03-31	$0	0	-100.0%	Shares	Sole	2024-04-24
2023-12-31	$19,408	200	-85.5%	Shares	Sole	2024-01-19
2022-12-31	$141,611	1,375	0.0%	Shares	Sole	2023-01-18
2022-09-30	$127,902	1,375	—	Shares	Sole	2022-10-13
No filing history on record for this holder in this stock.