Peak Retirement Planning, Inc.

Pension

Position in DUK — Duke Energy CORP

CIK 2056697 COLUMBUS, OH

Position in DUK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$200,376

-$19,603 QoQ

Shares Held

1,583

-5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,109

of 2,446 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Peak Retirement Planning, Inc. holds $2,422,962 across 4 Utilities - Regulated Electric names. DUK ranks #4 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	11,112	$1,520,232
2	SO	Southern Co	3,783	$362,070
3	NEE	Nextera Energy Inc	3,877	$340,284
4	DUK	Duke Energy CORP This page	1,583	$200,376

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$200,376	1,583	-5.8%	Shares	Sole	2026-08-10
2026-03-31	$219,979	1,680	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.