LeConte Wealth Management, LLC

Position in DUK — Duke Energy CORP

CIK 2060443 Maryville, TN

Position in DUK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$496,320

-$2,430 QoQ

Shares Held

3,921

+2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#1,485

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

LeConte Wealth Management, LLC holds $3,454,387 across 5 Utilities - Regulated Electric names. DUK ranks #3 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	18,914	$1,810,258
2	NEE	Nextera Energy Inc	5,835	$512,137
3	DUK	Duke Energy CORP This page	3,921	$496,320
4	AEP	American Electric Power Co Inc	2,902	$397,022
5	FE	Firstenergy Corp	5,020	$238,650

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$496,320	3,921	+2.9%	Shares	Sole	2026-08-07
2026-03-31	$498,750	3,809	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.