Kellett Wealth Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1910381 CINCINNATI, OH

Position in DUK

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,193,775

-$40,596 QoQ

Shares Held

9,431

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

#1,034

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

Kellett Wealth Advisors, LLC holds $1,397,812 across 2 Utilities - Regulated Electric names. DUK ranks #1 (85.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DUK	Duke Energy CORP This page	9,431	$1,193,775
2	AEE	Ameren Corp	1,805	$204,037

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,193,775	9,431	+0.0%	Shares	Sole	2026-07-23
2026-03-31	$1,234,371	9,427	-1.0%	Shares	Sole	2026-05-04
2025-12-31	$1,116,073	9,522	+0.0%	Shares	Sole	2026-01-23
2025-09-30	$1,177,852	9,518	+0.0%	Shares	Sole	2025-10-21
2025-06-30	$1,122,652	9,514	+0.0%	Shares	Sole	2025-07-25
2025-03-31	$1,159,934	9,510	+0.0%	Shares	Sole	2025-04-23
2024-12-31	$1,024,176	9,506	-1.2%	Shares	Sole	2025-02-05
2024-09-30	$1,109,531	9,623	-0.0%	Shares	Sole	2024-10-21
2024-06-30	$964,813	9,626	-1.7%	Shares	Sole	2024-08-12
2024-03-31	$947,371	9,796	-5.1%	Shares	Sole	2024-04-26
2023-12-31	$1,001,258	10,318	-0.7%	Shares	Sole	2024-01-31
2023-09-30	$916,668	10,386	+3.8%	Shares	Sole	2023-11-07
2023-06-30	$897,758	10,004	+11.8%	Shares	Sole	2023-08-08
2023-03-31	$863,117	8,947	-1.6%	Shares	Sole	2023-05-05
2022-12-31	$936,076	9,089	-2.2%	Shares	Sole	2023-02-03
2022-09-30	$864,899	9,298	+0.1%	Shares	Sole	2022-11-10
2022-06-30	$995,659	9,287	-1.5%	Shares	Sole	2022-08-08
2022-03-31	$1,052,618	9,427	+2.8%	Shares	Sole	2022-04-25
2021-12-31	$961,723	9,168	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.