Atlantic Edge Private Wealth Management, LLC
Position in DUK — Duke Energy CORP
CIK 2011145
JACKSONVILLE, FL
Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$190,882
+$9,923 QoQ
Shares Held
1,508
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,112
of 2,446 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Atlantic Edge Private Wealth Management, LLC holds $2,799,776 across 8 Utilities - Regulated Electric names. DUK ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
15,726 | $2,151,474 | |
| 2 | NEE |
Nextera Energy Inc
|
2,667 | $234,082 | |
| 3 | DUK |
Duke Energy CORP
This page
|
1,508 | $190,882 | |
| 4 | DTE |
Dte Energy Co
|
570 | $86,850 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
855 | $69,391 | |
| 6 | ED |
Consolidated Edison Inc
|
366 | $40,490 | |
| 7 | PPL |
PPL Corp
|
653 | $23,736 | |
| 8 | ETR |
Entergy Corp /De/
|
25 | $2,871 |
All Filings in DUK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,882 | 1,508 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $180,959 | 1,382 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $129,751 | 1,107 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $94,916 | 767 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $90,506 | 767 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $93,550 | 767 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $77,249 | 717 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $82,670 | 717 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $71,864 | 717 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $64,505 | 667 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||