Position in DUK
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$332,849
+$58,813 QoQ
Shares Held
2,542
+8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KFG WEALTH MANAGEMENT, LLC holds $1,641,386 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,701 | $1,641,386 |
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $332,849 | 2,542 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $274,036 | 2,338 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $288,708 | 2,333 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||