Uniting Wealth Partners, LLC

Position in DUK — Duke Energy CORP

CIK 2056414 DENVER, CO

Position in DUK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$359,107

-$585 QoQ

Shares Held

2,837

+3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,693

of 2,446 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Uniting Wealth Partners, LLC holds $2,529,397 across 4 Utilities - Regulated Electric names. DUK ranks #3 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	11,008	$966,172
2	OGE	Oge Energy Corp.	17,765	$864,444
3	DUK	Duke Energy CORP This page	2,837	$359,107
4	SO	Southern Co	3,549	$339,674

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$359,107	2,837	+3.3%	Shares	Sole	2026-08-06
2026-03-31	$359,692	2,747	-1.0%	Shares	Sole	2026-04-22
2025-12-31	$325,140	2,774	-3.3%	Shares	Defined	2026-02-13
2025-09-30	$355,038	2,869	+44.4%	Shares	Sole	2025-11-07
2025-06-30	$234,466	1,987	+0.2%	Shares	Sole	2025-08-05
2025-03-31	$241,988	1,984	+0.2%	Shares	Sole	2025-04-25
2024-12-31	$213,325	1,980	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.