Cannon Wealth Management Services, LLC
Position in DUK — Duke Energy CORP
CIK 2043725
WINSTON SALEM, NC
Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,509,575
-$93,119 QoQ
Shares Held
19,826
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.09%
of 13F equity value
Holder Rank
#727
of 2,440 holders
Holding Since
Sep 2024
8 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, 2026Cannon Wealth Management Services, LLC holds $2,840,540 across 2 Utilities - Regulated Electric names. DUK ranks #1 (88.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
19,826 | $2,509,575 | |
| 2 | SO |
Southern Co
|
3,458 | $330,965 |
All Filings in DUK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,509,575 | 19,826 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,602,694 | 19,877 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,296,495 | 19,593 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,425,500 | 19,600 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,312,446 | 19,597 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,569,420 | 21,066 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,104,162 | 19,530 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,221,254 | 19,265 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||