Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$444,548
-$15,313 QoQ
Shares Held
3,512
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,555
of 2,446 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026King Wealth Management Group holds $1,672,674 across 4 Utilities - Regulated Electric names. DUK ranks #2 (26.6% of the industry book) .
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,548 | 3,512 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $459,861 | 3,512 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $411,641 | 3,512 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $466,042 | 3,766 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $445,332 | 3,774 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $460,314 | 3,774 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $379,244 | 3,520 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $405,856 | 3,520 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $349,702 | 3,489 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $348,639 | 3,605 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $349,732 | 3,604 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $333,887 | 3,783 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $339,396 | 3,782 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $364,656 | 3,780 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $389,199 | 3,779 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $351,429 | 3,778 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $404,932 | 3,777 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $415,375 | 3,720 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $390,123 | 3,719 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $362,839 | 3,718 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $377,406 | 3,823 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $368,937 | 3,822 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $344,814 | 3,766 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $333,428 | 3,765 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $316,683 | 3,964 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $312,520 | 3,864 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||