Position in ES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,952
New position
Shares Held
288
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wealth Preservation Advisors, LLC holds $126,580 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,000 | $126,580 |
All Filings in ES
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,952 | 288 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||