Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,479
-$1,326 QoQ
Shares Held
304
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,270
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $4,149,000 across 24 Utilities - Regulated Electric names. DUK ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,028 | $1,406,776 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
16,897 | $1,371,360 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,668 | $501,818 | |
| 4 | ETR |
Entergy Corp /De/
|
1,533 | $176,080 | |
| 5 | PPL |
PPL Corp
|
3,946 | $143,437 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
976 | $113,966 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
1,025 | $109,675 | |
| 8 | EXC |
Exelon Corp
|
1,568 | $73,099 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,479 | 304 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $39,805 | 304 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $33,638 | 287 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $29,452 | 238 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $27,966 | 237 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $28,906 | 237 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $25,318 | 235 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $27,095 | 235 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $23,553 | 235 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $43,422 | 449 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $64,433 | 664 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $58,162 | 659 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $86,867 | 968 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $91,838 | 952 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $95,573 | 928 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $73,485 | 790 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $84,373 | 787 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $87,653 | 785 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $82,136 | 783 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $76,216 | 781 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $60,613 | 614 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $75,196 | 779 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $69,127 | 755 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $101,224 | 1,143 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $63,272 | 792 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $72,630 | 898 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||