EARNED WEALTH ADVISORS, LLC

Position in DUK — Duke Energy CORP

CIK 1905663 WALNUT CREEK, CA

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$527,585

-$106,164 QoQ

Shares Held

4,168

-13.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,444

of 2,446 holders

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

EARNED WEALTH ADVISORS, LLC holds $1,248,569 across 4 Utilities - Regulated Electric names. DUK ranks #1 (42.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	4,168	$527,585
2	NEE	Nextera Energy Inc	3,057	$268,312
3	SO	Southern Co	2,420	$231,618
4	D	Dominion Energy, Inc	3,237	$221,054

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$527,585	4,168	-13.9%	Shares	Sole	2026-08-14
2026-03-31	$633,749	4,840	+104.9%	Shares	Sole	2026-05-07
2025-09-30	$292,297	2,362	+25.8%	Shares	Sole	2025-10-22
2025-06-30	$221,604	1,878	+9.3%	Shares	Sole	2025-08-04
2025-03-31	$209,544	1,718	+136.3%	Shares	Sole	2025-05-09
2024-09-30	$83,823	727	—	Shares	Sole	2024-11-01
No filing history on record for this holder in this stock.