Asset One Wealth Management LLC

Position in DUK — Duke Energy CORP

CIK 2110759 BELLEVUE, WA

Position in DUK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,701,560

+$160,168 QoQ

Shares Held

37,143

+7.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#536

of 2,446 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Asset One Wealth Management LLC holds $6,015,367 across 5 Utilities - Regulated Electric names. DUK ranks #1 (78.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	37,143	$4,701,560
2	AEP	American Electric Power Co Inc	3,939	$538,894
3	NEE	Nextera Energy Inc	3,326	$291,923
4	SO	Southern Co	2,660	$254,588
5	WEC	Wec Energy Group, Inc.	1,956	$228,402

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,701,560	37,143	+7.1%	Shares	Sole	2026-08-13
2026-03-31	$4,541,392	34,683	+7.8%	Shares	Sole	2026-05-13
2025-12-31	$3,772,169	32,183	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.