Position in DUK
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$940,362
-$32,391 QoQ
Shares Held
7,429
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,130
of 2,443 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GRAYBILL WEALTH MANAGEMENT, LTD. holds $1,288,453 across 2 Utilities - Regulated Electric names. DUK ranks #1 (73.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
7,429 | $940,362 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
2,981 | $348,091 |
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $940,362 | 7,429 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $972,753 | 7,429 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $870,753 | 7,429 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||