GENESIS PRIVATE WEALTH, LLC

Position in DUK — Duke Energy CORP

CIK 1965529 ASHBURN, VA

Position in DUK

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

Position Value

$445,055

-$23,055 QoQ

Shares Held

3,516

-1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#1,551

of 2,440 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

GENESIS PRIVATE WEALTH, LLC holds $1,868,413 across 6 Utilities - Regulated Electric names. DUK ranks #1 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	3,516	$445,055
2	FE	Firstenergy Corp	7,176	$341,147
3	SO	Southern Co	3,198	$306,080
4	D	Dominion Energy, Inc	3,922	$267,833
5	WEC	Wec Energy Group, Inc.	2,192	$255,959
6	NGG	National Grid PLC	3,045	$252,339

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$445,055	3,516	-1.7%	Shares	Sole	2026-07-13
2026-03-31	$468,110	3,575	-2.8%	Shares	Sole	2026-04-16
2025-12-31	$430,981	3,677	+0.6%	Shares	Sole	2026-01-08
2025-09-30	$452,306	3,655	-1.9%	Shares	Sole	2025-10-08
2025-06-30	$439,550	3,725	-0.3%	Shares	Sole	2025-07-17
2025-03-31	$455,801	3,737	-0.6%	Shares	Sole	2025-04-23
2024-12-31	$404,994	3,759	—	Shares	Sole	2025-01-17
No filing history on record for this holder in this stock.