Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$609,229
New position
Shares Held
4,813
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,357
of 2,446 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Insight Wealth Partners, LLC holds $609,229 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
|
4,813 | $609,229 |
All Filings in DUK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,229 | 4,813 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||