Wealth Management Nebraska

Position in DUK — Duke Energy CORP

CIK 2042783 Norfolk, NE

Position in DUK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$223,920

+$6,429 QoQ

Shares Held

1,769

+6.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#2,018

of 2,446 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Wealth Management Nebraska holds $1,057,028 across 3 Utilities - Regulated Electric names. DUK ranks #3 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	4,388	$419,975
2	NEE	Nextera Energy Inc	4,707	$413,133
3	DUK	Duke Energy CORP This page	1,769	$223,920

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,920	1,769	+6.5%	Shares	Sole	2026-07-27
2026-03-31	$217,491	1,661	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.