Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$223,540
-$7,700 QoQ
Shares Held
1,766
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,021
of 2,446 holders
Holding Since
Mar 2022
14 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, 2026Waldron Private Wealth LLC holds $2,666,391 across 3 Utilities - Regulated Electric names. DUK ranks #3 (8.4% of the industry book) .
All Filings in DUK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,540 | 1,766 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $231,240 | 1,766 | Shares | Sole | 2026-04-10 | |
| 2024-12-31 | $382,260 | 3,548 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $396,284 | 3,437 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $330,558 | 3,298 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $306,764 | 3,172 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $307,907 | 3,173 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $304,497 | 3,450 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $467,814 | 5,213 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $425,143 | 4,407 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $244 | 2,627 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $244,363 | 2,627 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $280,246 | 2,614 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $230,577 | 2,065 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||