Goldstein Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1963807 Madison, WI

Position in DUK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$354,550

+$64,257 QoQ

Shares Held

2,801

+26.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,696

of 2,443 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Goldstein Advisors, LLC holds $3,272,265 across 5 Utilities - Regulated Electric names. DUK ranks #3 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNT	Alliant Energy Corp	20,055	$1,529,995
2	MGEE	Mge Energy Inc	10,266	$837,089
3	DUK	Duke Energy CORP This page	2,801	$354,550
4	D	Dominion Energy, Inc	4,244	$289,822
5	SO	Southern Co	2,725	$260,809

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$354,550	2,801	+26.3%	Shares	Sole	2026-07-20
2026-03-31	$290,293	2,217	+7.5%	Shares	Sole	2026-04-28
2025-12-31	$241,687	2,062	+3.1%	Shares	Sole	2026-02-10
2025-09-30	$247,500	2,000	+2.9%	Shares	Sole	2025-10-21
2025-06-30	$229,392	1,944	+0.9%	Shares	Sole	2025-07-29
2025-03-31	$235,036	1,927	—	Shares	Sole	2025-04-23
No filing history on record for this holder in this stock.