CarsonAllaria Wealth Management, Ltd.

Position in DUK — Duke Energy CORP

CIK 1900946 GLEN CARBON, IL

Position in DUK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$249,109

-$7,926 QoQ

Shares Held

1,968

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

#1,947

of 2,440 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CarsonAllaria Wealth Management, Ltd. holds $932,642 across 4 Utilities - Regulated Electric names. DUK ranks #1 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	1,968	$249,109
2	AEE	Ameren Corp	2,165	$244,731
3	NEE	Nextera Energy Inc	2,716	$238,383
4	EIX	Edison International	2,692	$200,419

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,109	1,968	+0.3%	Shares	Sole	2026-07-28
2026-03-31	$257,035	1,963	-1.2%	Shares	Sole	2026-04-30
2025-12-31	$232,896	1,987	-1.7%	Shares	Sole	2026-01-22
2025-09-30	$250,222	2,022	-0.2%	Shares	Sole	2025-10-28
2025-06-30	$239,068	2,026	-0.0%	Shares	Sole	2025-07-24
2025-03-31	$247,233	2,027	+0.6%	Shares	Sole	2025-04-28
2024-12-31	$217,096	2,015	-10.7%	Shares	Sole	2025-01-27
2024-09-30	$260,116	2,256	-5.2%	Shares	Sole	2024-10-21
2024-06-30	$238,647	2,381	-10.5%	Shares	Sole	2024-07-22
2024-03-31	$257,151	2,659	-17.4%	Shares	Sole	2024-05-07
2023-12-31	$312,274	3,218	-6.0%	Shares	Sole	2024-02-08
2023-09-30	$302,202	3,424	-0.8%	Shares	Sole	2023-11-09
2023-06-30	$309,782	3,452	-0.1%	Shares	Sole	2023-08-01
2023-03-31	$333,303	3,455	+0.5%	Shares	Sole	2023-04-26
2022-12-31	$353,976	3,437	-0.2%	Shares	Sole	2023-02-06
2022-09-30	$320,267	3,443	-2.0%	Shares	Sole	2022-11-09
2022-06-30	$376,521	3,512	+0.8%	Shares	Sole	2022-08-02
2022-03-31	$389,135	3,485	-0.0%	Shares	Sole	2022-05-05
2021-12-31	$365,681	3,486	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.