Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$214,173
-$8,163 QoQ
Shares Held
1,692
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,052
of 2,446 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Warren Street Wealth Advisors, LLC holds $840,175 across 3 Utilities - Regulated Electric names. DUK ranks #3 (25.5% of the industry book) .
All Filings in DUK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $214,173 | 1,692 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $222,336 | 1,698 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $202,656 | 1,729 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $209,880 | 1,696 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||