Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$324,677
-$10,267 QoQ
Shares Held
2,565
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,772
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, 2026Beirne Wealth Consulting Services, LLC holds $772,775 across 3 Utilities - Regulated Electric names. DUK ranks #1 (42.0% of the industry book) .
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,677 | 2,565 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $334,944 | 2,558 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $299,119 | 2,552 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $365,433 | 2,953 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $299,602 | 2,539 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $308,828 | 2,532 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $272,043 | 2,525 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $292,400 | 2,536 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $253,581 | 2,530 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $243,902 | 2,522 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $247,743 | 2,553 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $220,561 | 2,499 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $224,260 | 2,499 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $240,403 | 2,492 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $266,126 | 2,584 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $239,805 | 2,578 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $279,174 | 2,604 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $289,981 | 2,597 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $271,795 | 2,591 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $242,511 | 2,485 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $254,500 | 2,578 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $248,371 | 2,573 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $255,452 | 2,790 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $226,625 | 2,559 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $203,879 | 2,552 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $205,839 | 2,545 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||