Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$321,006
+$2,168 QoQ
Shares Held
2,536
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,785
of 2,446 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, 2026HOWARD WEALTH MANAGEMENT, LLC holds $822,087 across 2 Utilities - Regulated Electric names. DUK ranks #2 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
6,174 | $501,081 | |
| 2 | DUK |
Duke Energy CORP
This page
|
2,536 | $321,006 |
All Filings in DUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,006 | 2,536 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $318,838 | 2,435 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $284,468 | 2,427 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $299,103 | 2,417 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $284,262 | 2,409 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $292,728 | 2,400 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $257,821 | 2,393 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $275,451 | 2,389 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $239,148 | 2,386 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $216,050 | 2,234 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $219,213 | 2,259 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||