Tanglewood Legacy Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1965616 HOUSTON, TX

Position in DUK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$26,075

New position

Shares Held

206

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,299

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

Tanglewood Legacy Advisors, LLC holds $1,604,260 across 6 Utilities - Regulated Electric names. DUK ranks #6 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	7,800	$684,606
2	OGE	Oge Energy Corp.	13,295	$646,934
3	SO	Southern Co	1,501	$143,660
4	WEC	Wec Energy Group, Inc.	600	$70,062
5	XEL	Xcel Energy Inc	410	$32,923
6	DUK	Duke Energy CORP This page	206	$26,075

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,075	206	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.