Position in DUK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$330,753
+$37,056 QoQ
Shares Held
2,613
+16.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,762
of 2,446 holders
Holding Since
Mar 2021
13 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, 2026Winthrop Advisory Group LLC holds $330,753 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
|
2,613 | $330,753 |
All Filings in DUK
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,753 | 2,613 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $293,697 | 2,243 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $318,576 | 2,718 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $259,875 | 2,100 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $249,806 | 2,117 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $254,063 | 2,083 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $225,715 | 2,095 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $240,515 | 2,086 | Shares | Sole | 2024-10-31 | |
| 2022-06-30 | $240,686 | 2,245 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $292,772 | 2,622 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $232,773 | 2,219 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $220,650 | 2,261 | Shares | Sole | 2021-10-14 | |
| 2021-03-31 | $318,066 | 3,295 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||