Atlas Wealth Partners, LLC

Position in DUK — Duke Energy CORP

CIK 1965798 WYOMISSING, PA

Position in DUK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$500,877

-$20,526 QoQ

Shares Held

3,957

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#1,475

of 2,440 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Atlas Wealth Partners, LLC holds $3,046,871 across 4 Utilities - Regulated Electric names. DUK ranks #3 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HE	Hawaiian Electric Industries Inc	116,117	$1,571,063
2	SO	Southern Co	7,802	$746,729
3	DUK	Duke Energy CORP This page	3,957	$500,877
4	NEE	Nextera Energy Inc	2,600	$228,202

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$500,877	3,957	-0.6%	Shares	Sole	2026-07-27
2026-03-31	$521,403	3,982	+8.1%	Shares	Sole	2026-04-29
2025-12-31	$431,567	3,682	+8.1%	Shares	Sole	2026-01-26
2025-09-30	$421,616	3,407	+7.9%	Shares	Sole	2025-10-31
2025-06-30	$372,526	3,157	+3.3%	Shares	Sole	2025-08-05
2025-03-31	$372,862	3,057	+18.4%	Shares	Sole	2025-05-05
2024-12-31	$278,184	2,582	+16.9%	Shares	Sole	2025-01-29
2024-09-30	$254,582	2,208	—	Shares	Sole	2024-10-18
No filing history on record for this holder in this stock.