Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,485,542
-$39,385 QoQ
Shares Held
11,736
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
#944
of 2,440 holders
Holding Since
Dec 2023
11 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, 2026LifePlan Financial, LLC holds $1,485,542 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
|
11,736 | $1,485,542 |
All Filings in DUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,485,542 | 11,736 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,524,927 | 11,646 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,260,124 | 10,751 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,263,240 | 10,208 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,179,882 | 9,999 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,162,374 | 9,530 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $859,441 | 7,977 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $718,203 | 6,229 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $578,928 | 5,776 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $532,098 | 5,502 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $546,238 | 5,629 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||