Alliance Wealth Advisors, LLC /UT

Position in DUK — Duke Energy CORP

CIK 1893261 Centerville, UT

Position in DUK

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$529,230

+$190,751 QoQ

Shares Held

4,181

+61.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,435

of 2,440 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Alliance Wealth Advisors, LLC /UT holds $2,323,223 across 4 Utilities - Regulated Electric names. DUK ranks #2 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	10,984	$1,282,601
2	DUK	Duke Energy CORP This page	4,181	$529,230
3	AEP	American Electric Power Co Inc	2,024	$276,903
4	SO	Southern Co	2,450	$234,489

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$529,230	4,181	+61.7%	Shares	Other	2026-07-23
2026-03-31	$338,479	2,585	-13.2%	Shares	Sole	2026-05-12
2025-12-31	$349,051	2,978	-23.4%	Shares	Sole	2026-02-02
2025-09-30	$481,263	3,889	-0.1%	Shares	Sole	2025-11-10
2025-06-30	$459,374	3,893	+2.3%	Shares	Sole	2025-08-14
2025-03-31	$464,217	3,806	-6.1%	Shares	Sole	2025-05-13
2024-12-31	$436,562	4,052	+2.2%	Shares	Sole	2025-01-24
2024-09-30	$456,933	3,963	+2.9%	Shares	Sole	2024-11-08
2024-06-30	$386,085	3,852	+5.9%	Shares	Sole	2024-08-02
2024-03-31	$351,927	3,639	+32.1%	Shares	Sole	2024-05-13
2023-12-31	$267,345	2,755	-2.9%	Shares	Sole	2024-02-05
2023-09-30	$250,393	2,837	+11.3%	Shares	Sole	2023-11-09
2023-06-30	$228,837	2,550	+9.4%	Shares	Sole	2023-08-11
2023-03-31	$224,871	2,331	+14.6%	Shares	Sole	2023-05-02
2022-12-31	$209,481	2,034	—	Shares	Sole	2023-02-08
No filing history on record for this holder in this stock.