Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$294,045
-$150,758 QoQ
Shares Held
2,323
-31.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,842
of 2,446 holders
Holding Since
Mar 2025
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, 2026Holistic Financial Partners holds $569,555 across 2 Utilities - Regulated Electric names. DUK ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
2,323 | $294,045 | |
| 2 | NEE |
Nextera Energy Inc
|
3,139 | $275,510 |
All Filings in DUK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,045 | 2,323 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $444,803 | 3,397 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $402,381 | 3,433 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $415,552 | 3,358 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $394,120 | 3,340 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $396,768 | 3,253 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||