Western Pacific Wealth Management, LP

Position in DUK — Duke Energy CORP

CIK 1907320 Lake Forest, IL

Position in DUK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$63,796

-$2,197 QoQ

Shares Held

504

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,221

of 2,446 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Western Pacific Wealth Management, LP holds $127,443 across 2 Utilities - Regulated Electric names. DUK ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DUK	Duke Energy CORP This page	504	$63,796
2	SO	Southern Co	665	$63,647

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,796	504	0.0%	Shares	Sole	2026-08-07
2026-03-31	$65,993	504	0.0%	Shares	Sole	2026-04-17
2025-12-31	$59,073	504	0.0%	Shares	Sole	2026-02-04
2025-09-30	$62,370	504	0.0%	Shares	Sole	2025-10-21
2025-06-30	$59,472	504	-35.6%	Shares	Sole	2025-07-10
2025-03-31	$95,502	783	0.0%	Shares	Sole	2025-04-17
2024-12-31	$84,360	783	-62.4%	Shares	Sole	2025-01-24
2024-09-30	$239,939	2,081	-3.8%	Shares	Sole	2024-10-31
2024-06-30	$216,797	2,163	-7.0%	Shares	Sole	2024-08-14
2024-03-31	$225,044	2,327	+0.0%	Shares	Sole	2024-05-15
2023-12-31	$225,715	2,326	+39.4%	Shares	Sole	2024-02-09
2023-09-30	$147,305	1,669	+14.5%	Shares	Sole	2023-10-26
2023-06-30	$130,840	1,458	+15.1%	Shares	Sole	2023-08-08
2023-03-31	$122,227	1,267	+7.4%	Shares	Sole	2023-05-11
2022-12-31	$121,528	1,180	+31.8%	Shares	Sole	2023-02-03
2022-09-30	$83,252	895	+130.7%	Shares	Sole	2022-10-27
2022-06-30	$41,597	388	0.0%	Shares	Sole	2022-08-01
2022-03-31	$43,324	388	0.0%	Shares	Sole	2022-04-21
2021-12-31	$40,701	388	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.