Tortuga Wealth Management, Inc

Position in DUK — Duke Energy CORP

CIK 2118051 TORRANCE, CA

Position in DUK

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,080,993

+$15,011 QoQ

Shares Held

8,540

+4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#1,076

of 2,446 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Utilities · as of Jun 30, 2026

Tortuga Wealth Management, Inc holds $2,221,420 across 3 Utilities - Regulated Electric names. DUK ranks #1 (48.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	8,540	$1,080,993
2	SO	Southern Co	8,988	$860,241
3	AEP	American Electric Power Co Inc	2,048	$280,186

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,080,993	8,540	+4.9%	Shares	Sole	2026-07-31
2026-03-31	$1,065,982	8,141	—	Shares	Sole	2026-07-17
No filing history on record for this holder in this stock.