KINGSWOOD WEALTH ADVISORS, LLC

Position in DUK — Duke Energy CORP

CIK 1987855 SAN DIEGO, CA

Position in DUK

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

Position Value

$3,423,609

-$1,096,701 QoQ

Shares Held

27,047

-21.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#630

of 2,446 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $27,980,578 across 15 Utilities - Regulated Electric names. DUK ranks #3 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	113,334	$9,947,325
2	SO	Southern Co	74,037	$7,086,081
3	DUK	Duke Energy CORP This page	27,047	$3,423,609
4	AEP	American Electric Power Co Inc	16,620	$2,273,782
5	ETR	Entergy Corp /De/	11,584	$1,330,538
6	D	Dominion Energy, Inc	13,752	$939,124
7	ED	Consolidated Edison Inc	5,172	$572,178
8	NGG	National Grid PLC	6,122	$507,330

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,423,609	27,047	-21.7%	Shares	Sole	2026-07-27
2026-03-31	$4,520,310	34,522	+1.1%	Shares	Sole	2026-04-28
2025-12-31	$4,000,846	34,134	+47.1%	Shares	Sole	2026-01-28
2025-09-30	$2,870,628	23,197	+14.8%	Shares	Sole	2025-10-23
2025-06-30	$2,384,780	20,210	-1.1%	Shares	Sole	2025-07-23
2025-03-31	$2,492,334	20,434	+0.5%	Shares	Sole	2025-07-25
2024-12-31	$2,191,216	20,338	-35.6%	Shares	Sole	2025-01-22
2024-09-30	$3,643,364	31,599	+33.3%	Shares	Sole	2024-10-21
2024-06-30	$2,375,250	23,698	+22.9%	Shares	Sole	2024-07-09
2024-03-31	$1,865,245	19,287	-12.7%	Shares	Sole	2024-04-15
2023-12-31	$2,143,807	22,092	+56.7%	Shares	Sole	2024-01-16
2023-09-30	$1,244,554	14,101	-3.2%	Shares	Sole	2023-10-24
2023-06-30	$1,307,063	14,565	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.