Partnership Wealth Management, LLC

Position in DUK — Duke Energy CORP

CIK 2010656 TOWSON, MD

Position in DUK

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$330,626

-$11,389 QoQ

Shares Held

2,612

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,759

of 2,440 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Partnership Wealth Management, LLC holds $2,232,790 across 4 Utilities - Regulated Electric names. DUK ranks #4 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	8,000	$702,160
2	EXC	Exelon Corp	13,467	$627,831
3	WEC	Wec Energy Group, Inc.	4,900	$572,173
4	DUK	Duke Energy CORP This page	2,612	$330,626

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$330,626	2,612	0.0%	Shares	Sole	2026-07-10
2026-03-31	$342,015	2,612	0.0%	Shares	Sole	2026-04-08
2025-12-31	$306,152	2,612	0.0%	Shares	Sole	2026-01-09
2025-09-30	$323,235	2,612	0.0%	Shares	Sole	2025-10-08
2025-06-30	$308,216	2,612	0.0%	Shares	Sole	2025-07-08
2025-03-31	$318,585	2,612	0.0%	Shares	Sole	2025-04-07
2024-12-31	$281,416	2,612	0.0%	Shares	Sole	2025-01-08
2024-09-30	$301,163	2,612	0.0%	Shares	Sole	2024-10-08
2024-06-30	$261,800	2,612	0.0%	Shares	Sole	2024-07-03
2024-03-31	$252,606	2,612	0.0%	Shares	Sole	2024-04-10
2023-12-31	$253,468	2,612	—	Shares	Sole	2024-02-07
No filing history on record for this holder in this stock.