Bellars Harris Wealth Management, LLC

Position in DUK — Duke Energy CORP

CIK 2136908 VIRGINIA BEACH, VA

Position in DUK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$9,334,009

New position

Shares Held

73,740

first reported quarter

Ownership

0.009%

of shares outstanding

% of Portfolio

2.34%

of 13F equity value

Holder Rank

#342

of 2,446 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bellars Harris Wealth Management, LLC holds $24,224,287 across 4 Utilities - Regulated Electric names. DUK ranks #2 (38.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	75,847	$10,376,628
2	DUK	Duke Energy CORP This page	73,740	$9,334,009
3	EIX	Edison International	55,700	$4,146,865
4	D	Dominion Energy, Inc	5,371	$366,785

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,334,009	73,740	—	Shares	Sole	2026-08-06
No filing history on record for this holder in this stock.