SUMMIT WEALTH GROUP LLC / CO

Position in DUK — Duke Energy CORP

CIK 2081278 COLORADO SPRINGS, CO

Position in DUK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$328,854

+$25,336 QoQ

Shares Held

2,598

+12.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,767

of 2,446 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Utilities · as of Jun 30, 2026

SUMMIT WEALTH GROUP LLC / CO holds $2,628,721 across 6 Utilities - Regulated Electric names. DUK ranks #5 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	7,444	$712,465
2	NEE	Nextera Energy Inc	6,359	$558,129
3	IDA	Idacorp Inc	2,394	$362,212
4	D	Dominion Energy, Inc	5,094	$347,869
5	DUK	Duke Energy CORP This page	2,598	$328,854
6	XEL	Xcel Energy Inc	3,975	$319,192

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$328,854	2,598	+12.1%	Shares	Sole	2026-07-28
2026-03-31	$303,518	2,318	-10.1%	Shares	Sole	2026-04-23
2025-09-30	$319,027	2,578	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.