LMG Wealth Partners, LLC

Position in DUK — Duke Energy CORP

CIK 1965772 SHREVEPORT, LA

Position in DUK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,429,467

-$49,238 QoQ

Shares Held

11,293

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#964

of 2,440 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LMG Wealth Partners, LLC holds $8,060,084 across 6 Utilities - Regulated Electric names. DUK ranks #4 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LNT	Alliant Energy Corp	30,337	$2,314,409
2	SO	Southern Co	20,768	$1,987,705
3	ETR	Entergy Corp /De/	12,934	$1,485,599
4	DUK	Duke Energy CORP This page	11,293	$1,429,467
5	AEP	American Electric Power Co Inc	4,096	$560,373
6	NEE	Nextera Energy Inc	3,219	$282,531

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,429,467	11,293	0.0%	Shares	Sole	2026-08-12
2026-03-31	$1,478,705	11,293	+0.6%	Shares	Sole	2026-04-17
2025-12-31	$1,315,447	11,223	-0.0%	Shares	Sole	2026-02-02
2025-09-30	$1,388,970	11,224	0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,324,432	11,224	0.0%	Shares	Sole	2025-07-29
2025-03-31	$1,368,991	11,224	-1.2%	Shares	Sole	2025-05-02
2024-12-31	$1,223,710	11,358	+3.3%	Shares	Sole	2025-02-03
2024-09-30	$1,267,608	10,994	0.0%	Shares	Sole	2024-10-23
2024-06-30	$1,101,928	10,994	0.0%	Shares	Sole	2024-08-02
2024-03-31	$1,063,229	10,994	0.0%	Shares	Sole	2024-05-03
2023-12-31	$1,066,857	10,994	0.0%	Shares	Sole	2024-01-23
2023-09-30	$970,330	10,994	-0.5%	Shares	Sole	2023-10-16
2023-06-30	$991,537	11,049	0.0%	Shares	Sole	2023-07-27
2023-03-31	$1,065,897	11,049	0.0%	Shares	Sole	2023-05-02
2022-12-31	$1,137,936	11,049	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.