ATLANTIC FAMILY WEALTH, LLC

Position in DUK — Duke Energy CORP

CIK 2012511 CORAL GABLES, FL

Position in DUK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$250,754

-$8,638 QoQ

Shares Held

1,981

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

#1,942

of 2,440 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ATLANTIC FAMILY WEALTH, LLC holds $1,195,184 across 4 Utilities - Regulated Electric names. DUK ranks #4 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp	8,229	$391,206
2	WEC	Wec Energy Group, Inc.	2,383	$278,262
3	NGG	National Grid PLC	3,318	$274,962
4	DUK	Duke Energy CORP This page	1,981	$250,754

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,754	1,981	0.0%	Shares	Sole	2026-08-04
2026-03-31	$259,392	1,981	-0.1%	Shares	Sole	2026-05-08
2025-12-31	$232,427	1,983	-0.3%	Shares	Sole	2026-02-12
2025-09-30	$246,138	1,989	-1.0%	Shares	Sole	2025-11-06
2025-06-30	$237,062	2,009	-0.3%	Shares	Sole	2025-08-12
2025-03-31	$245,769	2,015	+6.6%	Shares	Sole	2025-05-07
2024-12-31	$203,736	1,891	—	Shares	Sole	2025-02-04
No filing history on record for this holder in this stock.