SEC 13F Intelligence

Cannon Wealth Management Services, LLC / DUK

Cannon Wealth Management Services, LLC’s Duke Energy Corp New Position

Does Cannon Wealth Management Services, LLC own Duke Energy Corp New (DUK)? Yes — 19.9K shares worth $3M (+1.76% of its 13F portfolio) as of Q1 2026, up from 19.6K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
19.9K
% of Portfolio
+1.76%
Quarters Held
7
currently held

Position History DUK

Reported value by quarter
Q3 ’24: $2MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.9K$3M+1.76%
Q4 202519.6K$2M+1.62%
Q3 202519.6K$2M+1.84%
Q2 202519.6K$2M+1.89%
Q1 202521.1K$3M+2.31%
Q4 202419.5K$2M+1.91%
Q3 202419.3K$2M+2.03%

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