XXI WEALTH, LLC

Position in DUK — Duke Energy CORP

CIK 2047463 CHICAGO, IL

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$310,753

+$4,223 QoQ

Shares Held

2,455

+4.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,806

of 2,446 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Utilities · as of Jun 30, 2026

XXI WEALTH, LLC holds $1,807,543 across 4 Utilities - Regulated Electric names. DUK ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	10,173	$892,884
2	DUK	Duke Energy CORP This page	2,455	$310,753
3	AEP	American Electric Power Co Inc	2,235	$305,770
4	SO	Southern Co	3,115	$298,136

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$310,753	2,455	+4.9%	Shares	Sole	2026-08-14
2026-03-31	$306,530	2,341	+14.1%	Shares	Sole	2026-05-07
2025-12-31	$240,514	2,052	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.