Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$521,129
-$3,023 QoQ
Shares Held
4,117
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,454
of 2,452 holders
Holding Since
Jun 2022
11 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, 2026Relyea Zuckerberg Hanson LLC holds $1,804,097 across 4 Utilities - Regulated Electric names. DUK ranks #2 (28.9% of the industry book) .
All Filings in DUK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,129 | 4,117 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $524,152 | 4,003 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $397,693 | 3,393 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $427,680 | 3,456 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $402,498 | 3,411 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $343,955 | 2,820 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $302,318 | 2,806 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $286,751 | 2,487 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $264,406 | 2,638 | Shares | Sole | 2024-10-31 | |
| 2023-03-31 | $213,295 | 2,211 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $213,240 | 1,989 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||