Schrum Private Wealth Management LLC
Position in DUK — Duke Energy CORP
CIK 1914987
ST. AUGUSTINE, FL
Position in DUK
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$218,931
-$8,026 QoQ
Shares Held
1,672
-8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,931 | 1,672 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $226,957 | 1,834 | Shares | Sole | 2025-11-10 | |
| 2024-09-30 | $293,553 | 2,546 | Shares | Sole | 2024-11-05 | |
| 2022-09-30 | $306,500 | 3,295 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $635,326 | 5,926 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $661,697 | 5,926 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $621,637 | 5,926 | Shares | Sole | 2022-03-11 | |
| No filing history on record for this holder in this stock. | ||||||