Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$445,814
-$23,605 QoQ
Shares Held
3,522
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,548
of 2,440 holders
Holding Since
Mar 2020
23 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, 2026TRUE Private Wealth Advisors holds $673,876 across 2 Utilities - Regulated Electric names. DUK ranks #1 (66.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
3,522 | $445,814 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,667 | $228,062 |
All Filings in DUK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,814 | 3,522 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $469,419 | 3,585 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $420,432 | 3,587 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $442,777 | 3,578 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $421,496 | 3,572 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $423,235 | 3,470 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $355,542 | 3,300 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $385,332 | 3,342 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $341,283 | 3,405 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $349,219 | 3,611 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $350,993 | 3,617 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $300,790 | 3,408 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $229,734 | 2,560 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $219,855 | 2,279 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $234,199 | 2,274 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $205,853 | 2,213 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $238,113 | 2,221 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $232,699 | 2,084 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $217,247 | 2,071 | Shares | Sole | 2022-02-11 | |
| 2020-12-31 | $77,917 | 851 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $83,954 | 948 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $41,542 | 520 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $32,513 | 402 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||