Portside Wealth Group, LLC

Position in DUK — Duke Energy CORP

CIK 1978608 Provo, UT

Position in DUK

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

Position Value

$1,760,853

+$48,813 QoQ

Shares Held

13,911

+6.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#864

of 2,440 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Portside Wealth Group, LLC holds $6,728,640 across 7 Utilities - Regulated Electric names. DUK ranks #1 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	13,911	$1,760,853
2	PCG	PG&E Corp	98,846	$1,662,588
3	AEP	American Electric Power Co Inc	9,786	$1,338,821
4	WEC	Wec Energy Group, Inc.	8,499	$992,427
5	NEE	Nextera Energy Inc	4,341	$381,008
6	ETR	Entergy Corp /De/	3,058	$351,241
7	XEL	Xcel Energy Inc	3,010	$241,702

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,760,853	13,911	+6.4%	Shares	Sole	2026-07-14
2026-03-31	$1,712,040	13,075	+1.1%	Shares	Sole	2026-05-12
2025-12-31	$1,515,759	12,932	+1.4%	Shares	Other	2026-01-21
2025-09-30	$1,578,802	12,758	+6.6%	Shares	Other	2025-11-05
2025-06-30	$1,411,752	11,964	+3.3%	Shares	Sole	2025-08-11
2025-03-31	$1,413,265	11,587	+5.9%	Shares	Sole	2025-04-14
2024-12-31	$1,179,322	10,946	+2.3%	Shares	Other	2025-04-14
2024-09-30	$1,233,132	10,695	+5.7%	Shares	Other	2024-10-31
2024-06-30	$1,013,926	10,116	-7.4%	Shares	Other	2024-07-18
2024-03-31	$1,056,750	10,927	+15.8%	Shares	Other	2024-04-17
2023-12-31	$915,863	9,438	-11.1%	Shares	Other	2024-01-16
2023-09-30	$937,056	10,617	+8.2%	Shares	Other	2023-10-27
2023-06-30	$880,708	9,814	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.