Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,862,498
-$135,515 QoQ
Shares Held
14,714
-3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#836
of 2,440 holders
Holding Since
Mar 2025
6 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, 2026RKL Wealth Management LLC holds $2,743,328 across 3 Utilities - Regulated Electric names. DUK ranks #1 (67.9% of the industry book) .
All Filings in DUK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,862,498 | 14,714 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,998,013 | 15,259 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,721,697 | 14,689 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $431,640 | 3,488 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $411,466 | 3,487 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $415,185 | 3,404 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||