Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$918,970
-$41,343 QoQ
Shares Held
7,260
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#1,140
of 2,446 holders
Holding Since
Dec 2020
10 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, 2026BCS Wealth Management holds $3,035,690 across 4 Utilities - Regulated Electric names. DUK ranks #1 (30.3% 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 | $918,970 | 7,260 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $960,313 | 7,334 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,719,001 | 14,666 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $930,105 | 7,516 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $955,210 | 8,095 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $214,911 | 1,762 | Shares | Sole | 2025-04-14 | |
| 2024-09-30 | $202,697 | 1,758 | Shares | Sole | 2024-10-17 | |
| 2022-06-30 | $439,668 | 4,101 | Shares | Sole | 2022-07-29 | |
| 2021-12-31 | $399,983 | 3,813 | Shares | Sole | 2022-01-18 | |
| 2020-12-31 | $215,623 | 2,355 | Shares | Sole | 2021-01-21 | |
| No filing history on record for this holder in this stock. | ||||||