Syntegra Private Wealth Group, LLC

Position in DUK — Duke Energy CORP

CIK 1964298 Chesterfield, MO

Position in DUK

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$317,842

-$71,180 QoQ

Shares Held

2,511

-15.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,788

of 2,446 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Syntegra Private Wealth Group, LLC holds $2,284,707 across 5 Utilities - Regulated Electric names. DUK ranks #4 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEE	Ameren Corp	7,100	$802,584
2	NEE	Nextera Energy Inc	5,690	$499,411
3	SO	Southern Co	4,541	$434,619
4	DUK	Duke Energy CORP This page	2,511	$317,842
5	AEP	American Electric Power Co Inc	1,683	$230,251

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$317,842	2,511	-15.5%	Shares	Sole	2026-07-15
2026-03-31	$389,022	2,971	-3.9%	Shares	Sole	2026-04-27
2025-12-31	$362,296	3,091	+0.2%	Shares	Sole	2026-02-10
2025-09-30	$381,892	3,086	-4.1%	Shares	Sole	2025-10-16
2025-06-30	$379,606	3,217	+28.2%	Shares	Sole	2025-07-30
2025-03-31	$306,144	2,510	+1.0%	Shares	Sole	2025-05-09
2024-12-31	$267,733	2,485	0.0%	Shares	Sole	2025-01-27
2024-09-30	$286,520	2,485	0.0%	Shares	Sole	2024-10-22
2024-06-30	$249,071	2,485	—	Shares	Sole	2024-07-26
No filing history on record for this holder in this stock.