Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$608,849
-$20,972 QoQ
Shares Held
4,810
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,358
of 2,446 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wolff Financial Management LLC holds $1,695,667 across 2 Utilities - Regulated Electric names. DUK ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
7,944 | $1,086,818 | |
| 2 | DUK |
Duke Energy CORP
This page
|
4,810 | $608,849 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,849 | 4,810 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $629,821 | 4,810 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $563,780 | 4,810 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $595,237 | 4,810 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $569,350 | 4,825 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $586,675 | 4,810 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $518,229 | 4,810 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $554,593 | 4,810 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $482,106 | 4,810 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $465,175 | 4,810 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $466,762 | 4,810 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $424,530 | 4,810 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $431,649 | 4,810 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $464,020 | 4,810 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $495,381 | 4,810 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $447,426 | 4,810 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $515,680 | 4,810 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $537,084 | 4,810 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $504,569 | 4,810 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $469,407 | 4,810 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $464,309 | 4,810 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $316,431 | 3,456 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $306,063 | 3,456 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $276,099 | 3,456 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $279,521 | 3,456 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||