Widmann Financial Services, Inc.

Position in DUK — Duke Energy CORP

CIK 1906640 BOWIE, MD

Position in DUK

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

Position Value

$1,423,898

-$68,556 QoQ

Shares Held

11,249

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.23%

of 13F equity value

Holder Rank

#968

of 2,446 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Widmann Financial Services, Inc. holds $3,436,078 across 5 Utilities - Regulated Electric names. DUK ranks #1 (41.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	11,249	$1,423,898
2	SO	Southern Co	12,641	$1,209,870
3	AEP	American Electric Power Co Inc	2,771	$379,100
4	NEE	Nextera Energy Inc	2,518	$221,004
5	D	Dominion Energy, Inc	2,961	$202,206

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,423,898	11,249	-1.3%	Shares	Sole	2026-08-14
2026-03-31	$1,492,454	11,398	+5.1%	Shares	Sole	2026-05-15
2025-12-31	$1,270,908	10,843	+0.6%	Shares	Sole	2026-02-18
2025-09-30	$1,334,272	10,782	+0.5%	Shares	Sole	2025-11-14
2025-06-30	$1,265,668	10,726	+3.5%	Shares	Sole	2025-08-14
2025-03-31	$1,264,219	10,365	+8.4%	Shares	Sole	2025-05-14
2024-12-31	$1,029,994	9,560	+0.6%	Shares	Sole	2025-02-14
2024-09-30	$1,095,811	9,504	0.0%	Shares	Sole	2024-11-14
2024-06-30	$952,585	9,504	-0.7%	Shares	Sole	2024-08-14
2024-03-31	$925,611	9,571	+3.3%	Shares	Sole	2024-05-14
2023-12-31	$898,784	9,262	+1.1%	Shares	Sole	2024-02-13
2023-09-30	$808,638	9,162	+5.5%	Shares	Sole	2023-11-06
2023-06-30	$779,122	8,682	+3.6%	Shares	Sole	2023-08-04
2023-03-31	$808,804	8,384	+0.7%	Shares	Sole	2023-05-09
2022-12-31	$857,803	8,329	+1.9%	Shares	Sole	2023-02-06
2022-09-30	$760,531	8,176	-0.5%	Shares	Sole	2022-11-14
2022-06-30	$880,515	8,213	+0.6%	Shares	Sole	2022-08-01
2022-03-31	$911,368	8,162	+3.1%	Shares	Sole	2022-05-04
2021-12-31	$830,178	7,914	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.