Nicholson Wealth Management Group, LLC
Position in DUK — Duke Energy CORP
CIK 2035982
CHARLESTOWN, SC
Position in DUK
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$202,826
-$29,249 QoQ
Shares Held
1,549
-21.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026Nicholson Wealth Management Group, LLC holds $8,011,872 across 4 Utilities - Regulated Electric names.
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $202,826 | 1,549 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $232,075 | 1,980 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $283,511 | 2,291 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $270,338 | 2,291 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $259,186 | 2,125 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $228,947 | 2,125 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $245,012 | 2,125 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||