JOURNEY STRATEGIC WEALTH LLC

Position in DUK — Duke Energy CORP

CIK 1909316 SUMMIT, NJ

Position in DUK

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$1,514,450

+$345,870 QoQ

Shares Held

11,566

+16.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

11 quarters on record

Voting authority Sole 0% Shared 87% None 13%

Utilities · as of Mar 31, 2026

JOURNEY STRATEGIC WEALTH LLC holds $14,160,438 across 24 Utilities - Regulated Electric names. DUK ranks #2 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	23,416	$2,174,874
2	DUK	Duke Energy CORP This page	11,566	$1,514,450
3	ED	Consolidated Edison Inc	8,765	$992,020
4	AEP	American Electric Power Co Inc	6,527	$855,557
5	WEC	Wec Energy Group, Inc.	6,262	$724,949
6	IDA	Idacorp Inc	5,068	$724,570
7	SO	Southern Co	7,251	$699,865
8	FE	Firstenergy Corp	11,346	$574,785

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,514,450	11,566	+16.0%	Shares	Sole	2026-04-15
2025-12-31	$1,168,580	9,970	+6.9%	Shares	Sole	2026-02-13
2025-09-30	$1,154,088	9,326	+12.5%	Shares	Sole	2025-11-12
2025-06-30	$978,456	8,292	+103.7%	Shares	Sole	2025-08-12
2025-03-31	$496,414	4,070	-0.6%	Shares	Sole	2025-05-06
2024-12-31	$440,977	4,093	+17.1%	Shares	Sole	2025-01-24
2024-09-30	$402,856	3,494	+40.3%	Shares	Sole	2024-11-12
2022-12-31	$256,442	2,490	-24.5%	Shares	Sole	2023-02-14
2022-09-30	$306,964	3,300	-0.8%	Shares	Sole	2022-11-14
2022-03-31	$371,381	3,326	+1.4%	Shares	Sole	2022-05-16
2021-12-31	$344,072	3,280	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.