Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$221,135
+$11,095 QoQ
Shares Held
1,747
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,025
of 2,440 holders
Holding Since
Jun 2024
6 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, 2026Legacy Advisors, LLC holds $1,464,641 across 5 Utilities - Regulated Electric names. DUK ranks #5 (15.1% of the industry book) .
All Filings in DUK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,135 | 1,747 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $210,040 | 1,792 | Shares | Sole | 2026-01-27 | |
| 2025-03-31 | $979,419 | 8,030 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $238,320 | 2,212 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $821,051 | 7,121 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $701,509 | 6,999 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||