Pines Wealth Management, LLC

Position in DUK — Duke Energy CORP

CIK 2037426 SOUTHERN PINES, NC

Position in DUK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,190,991

-$42,332 QoQ

Shares Held

9,409

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#1,035

of 2,446 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Pines Wealth Management, LLC holds $3,699,559 across 4 Utilities - Regulated Electric names. DUK ranks #2 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	20,579	$1,806,218
2	DUK	Duke Energy CORP This page	9,409	$1,190,991
3	AEP	American Electric Power Co Inc	3,215	$439,844
4	D	Dominion Energy, Inc	3,844	$262,506

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,190,991	9,409	-0.1%	Shares	Sole	2026-07-22
2026-03-31	$1,233,323	9,419	-4.3%	Shares	Sole	2026-04-08
2025-12-31	$1,154,049	9,846	+0.5%	Shares	Sole	2026-02-02
2025-09-30	$1,212,378	9,797	-1.4%	Shares	Sole	2025-11-03
2025-06-30	$1,172,920	9,940	+1.4%	Shares	Sole	2025-07-09
2025-03-31	$1,195,915	9,805	+0.6%	Shares	Sole	2025-04-11
2024-12-31	$1,049,818	9,744	—	Shares	Sole	2025-01-14
No filing history on record for this holder in this stock.