International Private Wealth Advisors LLC
Position in DUK — Duke Energy CORP
CIK 2022637
SAN DIEGO, CA
Position in DUK
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,116,918
+$67,186 QoQ
Shares Held
8,530
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026International Private Wealth Advisors LLC holds $5,349,689 across 12 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
10,170 | $1,391,357 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
3,986 | $465,445 | |
| 3 | CMS |
Cms Energy Corp
|
5,549 | $424,498 | |
| 4 | ES |
Eversource Energy
|
5,373 | $388,306 | |
| 5 | D |
Dominion Energy, Inc
|
5,505 | $375,936 | |
| 6 | LNT |
Alliant Energy Corp
|
4,781 | $364,742 | |
| 7 | EIX |
Edison International
|
4,677 | $348,202 | |
| 8 | OGE |
Oge Energy Corp.
|
7,099 | $345,437 |
All Filings in DUK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,116,918 | 8,530 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,049,732 | 8,956 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $809,943 | 6,545 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $411,938 | 3,491 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $345,541 | 2,833 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $295,099 | 2,739 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||