SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

Position in DUK — Duke Energy CORP

CIK 2016209 CINCINNATI, OH

Back to DUK Full portfolio

Position in DUK

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$451,481

+$96,218 QoQ

Shares Held

3,448

+13.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

5 quarters on record

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co holds $1,520,728 across 4 Utilities - Regulated Electric names. DUK ranks #2 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	4,884	$471,403
2	DUK	Duke Energy CORP This page	3,448	$451,481
3	LNT	Alliant Energy Corp	4,400	$315,744
4	PNW	Pinnacle West Capital Corp	2,800	$282,100

All Filings in DUK

Export CSV

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$451,481	3,448	+13.8%	Shares	Sole	2026-05-06
2025-12-31	$355,263	3,031	+0.3%	Shares	Sole	2026-01-20
2025-09-30	$373,848	3,021	+0.3%	Shares	Sole	2025-11-06
2025-06-30	$355,298	3,011	+35.0%	Shares	Sole	2025-08-12
2024-12-31	$240,260	2,230	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.