VALLEY WEALTH MANAGERS, INC.

Position in DUK — Duke Energy CORP

CIK 924166 PARAMUS, NJ

Position in DUK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$21,645

-$745 QoQ

Shares Held

171

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,323

of 2,443 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $10,329,307 across 4 Utilities - Regulated Electric names. DUK ranks #3 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	40,328	$5,517,272
2	PEG	Public Service Enterprise Group Inc	58,851	$4,776,347
3	DUK	Duke Energy CORP This page	171	$21,645
4	NEE	Nextera Energy Inc	160	$14,043

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,645	171	0.0%	Shares	Sole	2026-08-04
2026-03-31	$22,390	171	0.0%	Shares	Sole	2026-05-06
2025-12-31	$20,042	171	0.0%	Shares	Sole	2026-02-04
2025-09-30	$21,161	171	+242.0%	Shares	Sole	2025-11-03
2024-06-30	$5,011	50	-97.9%	Shares	Sole	2024-08-08
2023-06-30	$209,363	2,333	-4.9%	Shares	Sole	2023-07-28
2023-03-31	$236,544	2,452	-3.2%	Shares	Sole	2023-05-03
2022-12-31	$260,873	2,533	-13.3%	Shares	Sole	2023-02-01
2022-09-30	$271,711	2,921	0.0%	Shares	Sole	2022-11-09
2022-06-30	$313,160	2,921	-12.1%	Shares	Sole	2022-11-16
2022-03-31	$371,046	3,323	-7.2%	Shares	Other	2022-05-02
2021-12-31	$375,751	3,582	0.0%	Shares	Sole	2022-02-02
2021-09-30	$349,566	3,582	-6.6%	Shares	Sole	2021-11-01
2021-06-30	$378,689	3,836	+15.6%	Shares	Sole	2021-08-03
2021-03-31	$320,285	3,318	—	Shares	Sole	2021-04-22
No filing history on record for this holder in this stock.