WEST MICHIGAN ADVISORS, LLC

Position in DUK — Duke Energy CORP

CIK 1909879 HOLLAND, MI

Position in DUK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$877,705

-$30,232 QoQ

Shares Held

6,934

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,157

of 2,440 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

WEST MICHIGAN ADVISORS, LLC holds $4,124,695 across 4 Utilities - Regulated Electric names. DUK ranks #2 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	29,708	$2,607,471
2	DUK	Duke Energy CORP This page	6,934	$877,705
3	ETR	Entergy Corp /De/	3,641	$418,205
4	CMS	Cms Energy Corp	2,893	$221,314

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$877,705	6,934	0.0%	Shares	Sole	2026-07-24
2026-03-31	$907,937	6,934	-7.4%	Shares	Sole	2026-05-05
2025-12-31	$877,434	7,486	-2.0%	Shares	Sole	2026-01-28
2025-09-30	$945,697	7,642	+2.6%	Shares	Sole	2025-11-13
2025-06-30	$878,628	7,446	+13.8%	Shares	Sole	2025-07-31
2025-03-31	$798,049	6,543	+107.5%	Shares	Sole	2025-05-09
2024-12-31	$339,811	3,154	+18.8%	Shares	Sole	2025-02-05
2024-09-30	$306,121	2,655	-0.2%	Shares	Sole	2024-10-23
2024-06-30	$266,611	2,660	-20.1%	Shares	Sole	2024-08-05
2024-03-31	$322,141	3,331	+7.3%	Shares	Sole	2024-05-14
2023-12-31	$301,115	3,103	+7.3%	Shares	Sole	2024-02-14
2023-09-30	$255,336	2,893	-11.6%	Shares	Sole	2023-11-13
2023-06-30	$293,719	3,273	+6.5%	Shares	Sole	2023-08-15
2023-03-31	$296,452	3,073	+35.5%	Shares	Defined	2023-04-21
2022-12-31	$233,581	2,268	+0.9%	Shares	Defined	2023-02-13
2022-09-30	$209,108	2,248	0.0%	Shares	Defined	2022-11-14
2022-06-30	$241,008	2,248	+14.5%	Shares	Defined	2022-08-15
2022-03-31	$219,188	1,963	-9.9%	Shares	Defined	2022-05-13
2021-12-31	$228,472	2,178	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.