JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC

Pension

Position in DUK — Duke Energy CORP

CIK 2122180 AMMON, ID

Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$707,202

+$68,085 QoQ

Shares Held

5,587

+14.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.68%

of 13F equity value

Holder Rank

#1,282

of 2,446 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, 2026

JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $2,267,711 across 4 Utilities - Regulated Electric names. DUK ranks #1 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	5,587	$707,202
2	WEC	Wec Energy Group, Inc.	5,817	$679,250
3	AEP	American Electric Power Co Inc	4,535	$620,432
4	PCG	PG&E Corp	15,507	$260,827

All Filings in DUK

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$707,202	5,587	+14.5%	Shares	Other	2026-07-24
2026-03-31	$639,117	4,881	-68.7%	Shares	Sole	2026-05-15
2025-12-31	$1,827,538	15,592	—	Shares	Other	2026-04-29
No filing history on record for this holder in this stock.