Nova Wealth Management, Inc.

Position in DUK — Duke Energy CORP

CIK 2051980 BONITA SPRINGS, FL

Position in DUK

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$38,227

-$1,316 QoQ

Shares Held

302

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,271

of 2,446 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Nova Wealth Management, Inc. holds $98,653 across 7 Utilities - Regulated Electric names. DUK ranks #1 (38.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	302	$38,227
2	NEE	Nextera Energy Inc	395	$34,669
3	WEC	Wec Energy Group, Inc.	148	$17,281
4	SO	Southern Co	47	$4,498
5	FE	Firstenergy Corp	55	$2,614
6	EXC	Exelon Corp	17	$792
7	CNP	Centerpoint Energy Inc	13	$572

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,227	302	0.0%	Shares	Sole	2026-07-13
2026-03-31	$39,543	302	-13.7%	Shares	Sole	2026-04-14
2025-12-31	$41,023	350	+9.4%	Shares	Sole	2026-01-14
2025-09-30	$39,600	320	-6.7%	Shares	Sole	2025-10-07
2025-06-30	$40,474	343	+21.6%	Shares	Sole	2025-07-07
2025-03-31	$34,395	282	0.0%	Shares	Sole	2025-05-15
2024-12-31	$30,382	282	—	Shares	Sole	2025-05-29
No filing history on record for this holder in this stock.