Chung Wu Investment Group, LLC

Position in DUK — Duke Energy CORP

CIK 2054278 SUGAR LAND, TX

Position in DUK

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$226,578

-$7,804 QoQ

Shares Held

1,790

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#2,013

of 2,446 holders

Holding Since

Dec 2024

7 quarters on record

Utilities · as of Jun 30, 2026

Chung Wu Investment Group, LLC holds $1,070,070 across 5 Utilities - Regulated Electric names. DUK ranks #2 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	4,703	$540,186
2	DUK	Duke Energy CORP This page	1,790	$226,578
3	NEE	Nextera Energy Inc	2,400	$210,648
4	SO	Southern Co	600	$57,426
5	CNP	Centerpoint Energy Inc	800	$35,232

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,578	1,790	0.0%	Shares	Sole	2026-07-31
2026-03-31	$234,382	1,790	-11.3%	Shares	Sole	2026-05-12
2025-12-31	$236,529	2,018	0.0%	Shares	Sole	2026-02-02
2025-09-30	$249,727	2,018	0.0%	Shares	Sole	2025-11-04
2025-06-30	$238,124	2,018	0.0%	Shares	Sole	2025-07-22
2025-03-31	$246,135	2,018	0.0%	Shares	Sole	2025-04-23
2024-12-31	$217,419	2,018	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.