Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$266,957
-$7,100 QoQ
Shares Held
2,109
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,901
of 2,440 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, 2026Darwin Wealth Management, LLC holds $516,242 across 13 Utilities - Regulated Electric names. DUK ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
2,109 | $266,957 | |
| 2 | NEE |
Nextera Energy Inc
|
1,093 | $95,932 | |
| 3 | ED |
Consolidated Edison Inc
|
532 | $58,855 | |
| 4 | SO |
Southern Co
|
579 | $55,416 | |
| 5 | EIX |
Edison International
|
423 | $31,492 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
65 | $7,590 | |
| 7 | NGG |
National Grid PLC
|
0 | $0 | |
| 8 | AEP |
American Electric Power Co Inc
|
0 | $0 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,957 | 2,109 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $274,057 | 2,093 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $243,562 | 2,078 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $264,701 | 2,139 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $251,458 | 2,131 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $270,285 | 2,216 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $238,751 | 2,216 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $421,998 | 3,660 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $366,641 | 3,658 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $353,475 | 3,655 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $354,487 | 3,653 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $322,413 | 3,653 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $327,820 | 3,653 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $352,404 | 3,653 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $425,554 | 4,132 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $384,358 | 4,132 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $484,481 | 4,519 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $546,799 | 4,897 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $513,275 | 4,893 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $511,371 | 5,240 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $516,601 | 5,233 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $512,574 | 5,310 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $503,854 | 5,503 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $406,136 | 4,586 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $500,670 | 6,267 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,084,034 | 38,131 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||