Position in DUK
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$736,062
-$1,766,987 QoQ
Shares Held
5,815
-69.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,260
of 2,440 holders
Holding Since
Jun 2023
8 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, 2026RDA Financial Network holds $2,643,330 across 6 Utilities - Regulated Electric names. DUK ranks #1 (27.8% of the industry book) .
All Filings in DUK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,062 | 5,815 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $2,503,049 | 19,116 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,065,122 | 17,619 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $2,105,730 | 17,016 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,436,178 | 12,171 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $332,612 | 2,727 | Shares | Sole | 2025-04-14 | |
| 2023-09-30 | $213,853 | 2,423 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $325,307 | 3,625 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||