Strategies Wealth Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1976435 GRAND RAPIDS, MI

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$200,502

-$6,776 QoQ

Shares Held

1,584

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,103

of 2,440 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Strategies Wealth Advisors, LLC holds $2,664,576 across 4 Utilities - Regulated Electric names. DUK ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	16,109	$1,413,886
2	SO	Southern Co	6,787	$649,583
3	PEG	Public Service Enterprise Group Inc	4,936	$400,605
4	DUK	Duke Energy CORP This page	1,584	$200,502

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,502	1,584	+0.1%	Shares	Sole	2026-08-14
2026-03-31	$207,278	1,583	-66.5%	Shares	Sole	2026-05-15
2025-09-30	$584,471	4,723	+9.6%	Shares	Sole	2025-11-12
2025-06-30	$508,462	4,309	-4.3%	Shares	Sole	2025-08-08
2025-03-31	$549,230	4,503	+45.0%	Shares	Sole	2025-05-14
2024-12-31	$334,640	3,106	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.