SEC 13F Intelligence

Amj Financial Wealth Management / DUK

Amj Financial Wealth Management’s Duke Energy Corp New Position

Does Amj Financial Wealth Management own Duke Energy Corp New (DUK)? Not currently — the last reported position was 63.3K shares worth $8M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$8M
Q3 2025
Shares
63.3K
% of Portfolio
+1.87%
Quarters Held
4
position exited

Position History DUK

Reported value by quarter
Q2 ’22: $3MQ2 ’22Q1 ’25: $7MQ1 ’25Q2 ’25: $10MQ2 ’25Q3 ’25: $8MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202563.3K$8M+1.87%
Q2 202581.5K$10M+2.40%
Q1 202557.4K$7M+2.07%
Q2 202226.5K$3M+2.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Amj Financial Wealth Management’s full portfolio or all institutional holders of DUK.