Position in DUK
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$191,958
-$22,615 QoQ
Shares Held
1,466
-21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
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 Jun 30, 2026Longview Financial Advisors, Inc. holds $959,982 across 3 Utilities - Regulated Electric names.
All Filings in DUK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $191,958 | 1,466 | Shares | Sole | 2026-04-20 | |
| 2024-09-30 | $214,573 | 1,861 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||