Shah Wealth Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 2149018 CHINO HILLS, CA

Position in DUK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$426,194

New position

Shares Held

3,367

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,587

of 2,440 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Shah Wealth Advisors, LLC holds $2,943,602 across 6 Utilities - Regulated Electric names. DUK ranks #5 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	4,669	$638,765
2	EXC	Exelon Corp	11,899	$554,731
3	CNP	Centerpoint Energy Inc	10,676	$470,171
4	XEL	Xcel Energy Inc	5,804	$466,061
5	DUK	Duke Energy CORP This page	3,367	$426,194
6	NEE	Nextera Energy Inc	4,417	$387,680

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$426,194	3,367	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.