Smallwood Wealth Investment Management, LLC
Position in DUK — Duke Energy CORP
CIK 1921304
RED BANK, NJ
Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$148,351
-$5,110 QoQ
Shares Held
1,172
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,153
of 2,452 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $952,266 across 10 Utilities - Regulated Electric names. DUK ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
5,456 | $442,808 | |
| 2 | DUK |
Duke Energy CORP
This page
|
1,172 | $148,351 | |
| 3 | SO |
Southern Co
|
1,310 | $125,380 | |
| 4 | AEP |
American Electric Power Co Inc
|
550 | $75,245 | |
| 5 | ED |
Consolidated Edison Inc
|
532 | $58,855 | |
| 6 | CNP |
Centerpoint Energy Inc
|
750 | $33,030 | |
| 7 | NEE |
Nextera Energy Inc
|
316 | $27,735 | |
| 8 | DTE |
Dte Energy Co
|
142 | $21,636 |
All Filings in DUK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,351 | 1,172 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $153,461 | 1,172 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $137,370 | 1,172 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $149,118 | 1,205 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $142,072 | 1,204 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $146,851 | 1,204 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||