Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,945,516
-$101,326 QoQ
Shares Held
23,270
+0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#679
of 2,446 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Live Oak Private Wealth LLC holds $4,315,056 across 4 Utilities - Regulated Electric names. DUK ranks #1 (68.3% of the industry book) .
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,945,516 | 23,270 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,046,842 | 23,269 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,835,309 | 24,190 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,993,388 | 24,189 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,956,490 | 25,055 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,107,551 | 25,478 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,695,870 | 25,022 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,937,959 | 25,481 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,404,417 | 23,989 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,275,876 | 23,533 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,350,794 | 24,225 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,117,004 | 23,986 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,508,412 | 27,952 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,660,739 | 27,581 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,843,862 | 27,613 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,547,445 | 27,386 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,954,600 | 27,559 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,071,319 | 27,506 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,876,462 | 27,421 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,328,204 | 23,857 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,997,895 | 20,238 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $272,311 | 2,821 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $511,911 | 5,591 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $213,783 | 2,414 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $214,264 | 2,682 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||