Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,444,259
-$825,181 QoQ
Shares Held
19,310
-22.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#737
of 2,446 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, 2026WealthShield Partners, LLC holds $6,172,765 across 3 Utilities - Regulated Electric names. DUK ranks #1 (39.6% 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 | $2,444,259 | 19,310 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,269,440 | 24,969 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,990,261 | 25,512 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,150,675 | 25,460 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,003,454 | 25,453 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,094,744 | 25,373 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,104,808 | 19,536 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,274,061 | 19,723 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,047,698 | 20,430 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,729,561 | 17,884 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,825,031 | 18,807 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,687,707 | 19,122 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,694,021 | 18,877 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,806,786 | 18,729 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,883,378 | 18,287 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,704,312 | 18,322 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,960,763 | 18,289 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,381,484 | 21,328 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,302,030 | 21,945 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,078,179 | 21,295 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,540,821 | 15,608 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,850,962 | 19,175 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,742,661 | 19,033 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,668,913 | 18,845 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $559,230 | 7,000 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $575,056 | 7,110 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||