Carolina Wealth Management Inc

Position in DUK — Duke Energy CORP

CIK 2145383 GREENVILLE, NC

Position in DUK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$512,649

New position

Shares Held

4,050

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

#1,466

of 2,446 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Carolina Wealth Management Inc holds $952,784 across 3 Utilities - Regulated Electric names. DUK ranks #1 (53.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	4,050	$512,649
2	ED	Consolidated Edison Inc	2,155	$238,407
3	D	Dominion Energy, Inc	2,954	$201,728

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$512,649	4,050	—	Shares	Sole	2026-08-11
No filing history on record for this holder in this stock.