Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$313,538
+$35,029 QoQ
Shares Held
2,477
+16.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,795
of 2,446 holders
Holding Since
Sep 2024
8 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, 2026Clearwater Capital Advisors, LLC holds $820,714 across 3 Utilities - Regulated Electric names. DUK ranks #1 (38.2% of the industry book) .
All Filings in DUK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,538 | 2,477 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $278,509 | 2,127 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $253,056 | 2,159 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $250,841 | 2,027 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $239,186 | 2,027 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $460,436 | 3,775 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $526,202 | 4,884 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $576,154 | 4,997 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||