Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,063
-$174 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,412
of 2,446 holders
Holding Since
Jun 2023
13 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, 2026Carolina Wealth Advisors, LLC holds $149,608 across 8 Utilities - Regulated Electric names. DUK ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
900 | $73,044 | |
| 2 | EVRG |
Evergy, Inc.
|
478 | $41,313 | |
| 3 | SO |
Southern Co
|
81 | $7,752 | |
| 4 | EXC |
Exelon Corp
|
150 | $6,993 | |
| 5 | EIX |
Edison International
|
89 | $6,626 | |
| 6 | DUK |
Duke Energy CORP
This page
|
40 | $5,063 | |
| 7 | D |
Dominion Energy, Inc
|
70 | $4,780 | |
| 8 | NEE |
Nextera Energy Inc
|
46 | $4,037 |
All Filings in DUK
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,063 | 40 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,237 | 40 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $4,688 | 40 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,950 | 40 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $7,434 | 63 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,684 | 63 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,787 | 63 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $41,508 | 360 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $19,745 | 197 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $19,051 | 197 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $19,116 | 197 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $17,387 | 197 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $17,678 | 197 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||