Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$228,603
-$9,445 QoQ
Shares Held
1,806
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,005
of 2,446 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Weaver Consulting Group holds $689,318 across 2 Utilities - Regulated Electric names. DUK ranks #2 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
6,039 | $460,715 | |
| 2 | DUK |
Duke Energy CORP
This page
|
1,806 | $228,603 |
All Filings in DUK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,603 | 1,806 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $238,048 | 1,818 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $216,955 | 1,851 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $230,175 | 1,860 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $217,710 | 1,845 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $224,668 | 1,842 | Shares | Sole | 2025-04-28 | |
| 2024-09-30 | $217,109 | 1,883 | Shares | Sole | 2024-11-14 | |
| 2020-09-30 | $40,117 | 453 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $41,462 | 519 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $36,638 | 453 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||