Roberts Wealth Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1885319 PALO ALTO, CA

Position in DUK

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

Position Value

$230,122

New position

Shares Held

1,818

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,999

of 2,446 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Roberts Wealth Advisors, LLC holds $7,811,655 across 3 Utilities - Regulated Electric names. DUK ranks #3 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	76,850	$6,745,124
2	SO	Southern Co	8,739	$836,409
3	DUK	Duke Energy CORP This page	1,818	$230,122

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$230,122	1,818	—	Shares	Sole	2026-07-30
No filing history on record for this holder in this stock.