Caliber Wealth Management, LLC / KS

Position in DUK — Duke Energy CORP

CIK 2067120 Overland Park, KS

Position in DUK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$213,666

-$3,170 QoQ

Shares Held

1,688

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,055

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

Caliber Wealth Management, LLC / KS holds $7,667,116 across 6 Utilities - Regulated Electric names. DUK ranks #6 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	38,314	$3,362,819
2	ETR	Entergy Corp /De/	28,470	$3,270,064
3	EVRG	Evergy, Inc.	3,953	$341,657
4	SO	Southern Co	2,710	$259,373
5	PEG	Public Service Enterprise Group Inc	2,705	$219,537
6	DUK	Duke Energy CORP This page	1,688	$213,666

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,666	1,688	+1.9%	Shares	Defined	2026-07-22
2026-03-31	$216,836	1,656	—	Shares	Sole	2026-04-23
No filing history on record for this holder in this stock.