Position in DUK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$334,297
-$61,272 QoQ
Shares Held
2,641
-12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,748
of 2,446 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Heartwood Wealth Advisors LLC holds $1,235,406 across 3 Utilities - Regulated Electric names. DUK ranks #2 (27.1% of the industry book) .
All Filings in DUK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,297 | 2,641 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $395,569 | 3,021 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $366,046 | 3,123 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $373,848 | 3,021 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $356,478 | 3,021 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $339,930 | 2,787 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $300,271 | 2,787 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $344,401 | 2,987 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $299,387 | 2,987 | Shares | Sole | 2024-07-09 | |
| 2022-03-31 | $234,709 | 2,102 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||