Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$417,334
+$89,461 QoQ
Shares Held
3,297
+31.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,603
of 2,440 holders
Holding Since
Dec 2024
5 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, 2026Facet Wealth, Inc. holds $2,594,803 across 4 Utilities - Regulated Electric names. DUK ranks #3 (16.1% of the industry book) .
All Filings in DUK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,334 | 3,297 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $327,873 | 2,504 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $241,569 | 2,061 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $213,097 | 1,722 | Shares | Sole | 2025-10-30 | |
| 2024-12-31 | $190,807 | 1,771 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||