Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$322,272
-$14,636 QoQ
Shares Held
2,546
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,781
of 2,446 holders
Holding Since
Mar 2020
25 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, 2026CFO4Life Group, LLC holds $322,272 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
2,546 | $322,272 |
All Filings in DUK
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,272 | 2,546 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $336,908 | 2,573 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $310,020 | 2,645 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $368,651 | 2,979 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $353,646 | 2,997 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $404,330 | 3,315 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $420,509 | 3,903 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $431,798 | 3,745 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $382,176 | 3,813 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $334,810 | 3,462 | Shares | Sole | 2024-05-06 | |
| 2023-09-30 | $349,068 | 3,955 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $361,562 | 4,029 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $360,218 | 3,734 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $401,455 | 3,898 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $361,010 | 3,881 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $422,085 | 3,937 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $445,188 | 3,987 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $416,872 | 3,974 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $393,385 | 4,031 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $391,918 | 3,970 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $393,456 | 4,076 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $411,928 | 4,499 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $376,380 | 4,250 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $343,367 | 4,298 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $382,643 | 4,731 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||