Position in DUK
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$398,450
+$41,780 QoQ
Shares Held
3,043
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Jackson Wealth Management, LLC holds $398,450 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
3,043 | $398,450 |
All Filings in DUK
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $398,450 | 3,043 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $356,670 | 3,043 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $397,732 | 3,214 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $359,074 | 3,043 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $371,154 | 3,043 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $327,852 | 3,043 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $350,857 | 3,043 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $304,999 | 3,043 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $294,288 | 3,043 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $295,292 | 3,043 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $268,575 | 3,043 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $273,078 | 3,043 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $338,995 | 3,514 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,008,436 | 58,340 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,273,791 | 78,196 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,269,583 | 30,497 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,281,402 | 83,122 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,602,266 | 34,340 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $24,000 | 34,046 | Shares | Sole | 2021-12-10 | |
| 2021-06-30 | $3,323,902 | 33,670 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,229,893 | 33,460 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $3,041,256 | 33,216 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,947,453 | 33,282 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,477,788 | 31,015 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $2,362,504 | 29,210 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||