Wiser Advisor Group LLC

Position in DUK — Duke Energy CORP

CIK 2011550 PHOENIX, AZ

Position in DUK

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$20,252

-$698 QoQ

Shares Held

160

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,334

of 2,446 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Wiser Advisor Group LLC holds $142,769 across 6 Utilities - Regulated Electric names. DUK ranks #3 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	723	$63,457
2	AEE	Ameren Corp	337	$38,094
3	DUK	Duke Energy CORP This page	160	$20,252
4	WEC	Wec Energy Group, Inc.	111	$12,961
5	NGG	National Grid PLC	54	$4,474
6	PNW	Pinnacle West Capital Corp	33	$3,531

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,252	160	0.0%	Shares	Sole	2026-08-17
2026-03-31	$20,950	160	+0.6%	Shares	Sole	2026-04-22
2025-12-31	$18,636	159	-42.2%	Shares	Sole	2026-02-09
2025-09-30	$34,031	275	-63.5%	Shares	Sole	2025-11-14
2025-03-31	$91,843	753	-58.1%	Shares	Sole	2025-05-14
2024-12-31	$193,501	1,796	-6.0%	Shares	Sole	2025-02-05
2024-09-30	$220,223	1,910	-37.8%	Shares	Sole	2024-11-13
2024-06-30	$307,605	3,069	+7.5%	Shares	Sole	2024-08-14
2024-03-31	$275,976	2,854	+0.6%	Shares	Sole	2024-05-16
2023-12-31	$275,205	2,836	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.