MPWM ADVISORY SOLUTIONS, LLC

Position in DUK — Duke Energy CORP

CIK 2056693 ALPHARETTA, GA

Position in DUK

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

Position Value

$22,151

-$2,334 QoQ

Shares Held

175

-6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,325

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

MPWM ADVISORY SOLUTIONS, LLC holds $519,422 across 6 Utilities - Regulated Electric names. DUK ranks #3 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,688	$411,465
2	SO	Southern Co	544	$52,066
3	DUK	Duke Energy CORP This page	175	$22,151
4	ED	Consolidated Edison Inc	174	$19,249
5	LNT	Alliant Energy Corp	164	$12,511
6	D	Dominion Energy, Inc	29	$1,980

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,151	175	-6.4%	Shares	Sole	2026-08-13
2026-03-31	$24,485	187	0.0%	Shares	Sole	2026-05-13
2025-12-31	$21,918	187	0.0%	Shares	Sole	2026-02-17
2025-09-30	$23,141	187	0.0%	Shares	Sole	2025-11-14
2025-06-30	$22,066	187	0.0%	Shares	Sole	2025-08-14
2025-03-31	$22,808	187	0.0%	Shares	Sole	2025-05-15
2024-12-31	$20,147	187	—	Shares	Sole	2025-02-18
No filing history on record for this holder in this stock.