Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
Position in DUK — Duke Energy CORP
CIK 2106763
LYNCHBURG, VA
Position in DUK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$360,120
-$12,404 QoQ
Shares Held
2,845
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#1,687
of 2,440 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies holds $360,120 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
2,845 | $360,120 |
All Filings in DUK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,120 | 2,845 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $372,524 | 2,845 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $339,674 | 2,898 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||