PARTNERS WEALTH MANAGEMENT, LLC
Position in DUK — Duke Energy CORP
CIK 2054714
CARMEL BY THE SEA, CA
Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$252,400
-$22,050 QoQ
Shares Held
1,994
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,938
of 2,446 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PARTNERS WEALTH MANAGEMENT, LLC holds $687,784 across 2 Utilities - Regulated Electric names. DUK ranks #2 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
4,549 | $435,384 | |
| 2 | DUK |
Duke Energy CORP
This page
|
1,994 | $252,400 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,400 | 1,994 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $274,450 | 2,096 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $245,789 | 2,097 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $288,337 | 2,330 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $284,734 | 2,413 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $294,313 | 2,413 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $274,306 | 2,546 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||