SILVERLAKE WEALTH MANAGEMENT LLC

Position in DUK — Duke Energy CORP

CIK 1966026 WILLISTON, VT

Position in DUK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$754,290

+$10,551 QoQ

Shares Held

5,959

+4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,239

of 2,440 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SILVERLAKE WEALTH MANAGEMENT LLC holds $2,441,172 across 4 Utilities - Regulated Electric names. DUK ranks #2 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	10,839	$1,037,400
2	DUK	Duke Energy CORP This page	5,959	$754,290
3	NEE	Nextera Energy Inc	5,057	$443,852
4	EIX	Edison International	2,762	$205,630

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$754,290	5,959	+4.9%	Shares	Sole	2026-08-06
2026-03-31	$743,739	5,680	+0.1%	Shares	Sole	2026-04-15
2025-12-31	$665,166	5,675	+3.3%	Shares	Sole	2026-01-09
2025-09-30	$680,130	5,496	-0.9%	Shares	Sole	2025-10-28
2025-06-30	$654,310	5,545	-3.2%	Shares	Sole	2025-08-25
2025-03-31	$699,010	5,731	-3.6%	Shares	Sole	2025-04-30
2024-12-31	$640,514	5,945	+0.1%	Shares	Sole	2025-01-27
2024-09-30	$685,112	5,942	+12.5%	Shares	Sole	2024-10-10
2024-06-30	$529,615	5,284	+15.7%	Shares	Sole	2024-08-02
2024-03-31	$441,771	4,568	-5.6%	Shares	Sole	2024-04-18
2023-12-31	$469,576	4,839	+0.1%	Shares	Sole	2024-01-22
2023-09-30	$426,737	4,835	-5.4%	Shares	Sole	2023-10-10
2023-06-30	$458,571	5,110	+5.2%	Shares	Sole	2023-07-25
2023-03-31	$468,747	4,859	-7.4%	Shares	Sole	2023-04-13
2022-12-31	$540,697	5,250	+0.0%	Shares	Sole	2023-02-16
2022-09-30	$488,168	5,248	+16.9%	Shares	Sole	2023-04-06
2022-06-30	$481,158	4,488	+0.1%	Shares	Sole	2023-04-06
2022-03-31	$500,795	4,485	+0.5%	Shares	Sole	2023-04-06
2021-12-31	$468,063	4,462	—	Shares	Sole	2023-04-06
No filing history on record for this holder in this stock.