Position in DUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$387,587
-$388 QoQ
Shares Held
3,062
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,640
of 2,446 holders
Holding Since
Mar 2022
15 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, 20261900 WEALTH MANAGEMENT LLC holds $927,233 across 3 Utilities - Regulated Electric names. DUK ranks #1 (41.8% of the industry book) .
All Filings in DUK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,587 | 3,062 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $387,975 | 2,963 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $346,238 | 2,954 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $367,908 | 2,973 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $269,866 | 2,287 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $277,603 | 2,276 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $245,108 | 2,275 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $269,917 | 2,341 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $228,023 | 2,275 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $220,015 | 2,275 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $202,425 | 2,086 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $229,387 | 2,599 | Shares | Sole | 2023-10-17 | |
| 2023-03-31 | $227,283 | 2,356 | Shares | Sole | 2023-05-02 | |
| 2022-06-30 | $201,018 | 1,875 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $209,362 | 1,875 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||