Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$750,999
-$25,868 QoQ
Shares Held
5,933
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,247
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wealth Management Associates, Inc. holds $4,824,619 across 8 Utilities - Regulated Electric names. DUK ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
24,431 | $1,982,819 | |
| 2 | DUK |
Duke Energy CORP
This page
|
5,933 | $750,999 | |
| 3 | NEE |
Nextera Energy Inc
|
6,075 | $533,202 | |
| 4 | SO |
Southern Co
|
5,423 | $519,035 | |
| 5 | PPL |
PPL Corp
|
9,099 | $330,748 | |
| 6 | EXC |
Exelon Corp
|
5,643 | $263,076 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,638 | $224,094 | |
| 8 | ETR |
Entergy Corp /De/
|
1,921 | $220,646 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $750,999 | 5,933 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $776,867 | 5,933 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $704,783 | 6,013 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $744,108 | 6,013 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $768,416 | 6,512 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $818,662 | 6,712 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $723,150 | 6,712 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $773,893 | 6,712 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $642,674 | 6,412 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $620,104 | 6,412 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $622,220 | 6,412 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $569,012 | 6,447 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $576,310 | 6,422 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $614,706 | 6,372 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $650,381 | 6,315 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $597,002 | 6,418 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $688,073 | 6,418 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $273,343 | 2,448 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $236,234 | 2,252 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $219,772 | 2,252 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $275,132 | 2,787 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $345,866 | 3,583 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $328,059 | 3,583 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | $317,310 | 3,583 | Shares | Sole | 2025-05-28 | |
| 2020-06-30 | $278,256 | 3,483 | Shares | Sole | 2025-05-28 | |
| 2020-03-31 | $266,661 | 3,297 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||