Position in DUK
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$201,385
-$25,967 QoQ
Shares Held
1,538
-17.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
2 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 Mar 31, 2026Trek Financial, LLC holds $648,557 across 3 Utilities - Regulated Electric names. DUK ranks #2 (31.1% of the industry book) .
All Filings in DUK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,385 | 1,538 | Shares | Sole | 2026-05-13 | |
| 2025-03-31 | $227,352 | 1,864 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||