GDS Wealth Management

Position in DUK — Duke Energy CORP

CIK 1940869 FLOWER MOUND, TX

Position in DUK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$208,477

New position

Shares Held

1,647

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,070

of 2,440 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

GDS Wealth Management holds $1,295,421 across 4 Utilities - Regulated Electric names. DUK ranks #4 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,920	$431,828
2	AEP	American Electric Power Co Inc	2,730	$373,491
3	PEG	Public Service Enterprise Group Inc	3,470	$281,625
4	DUK	Duke Energy CORP This page	1,647	$208,477

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,477	1,647	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.