Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$209,110
-$7,202 QoQ
Shares Held
1,652
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,078
of 2,452 holders
Holding Since
Mar 2025
4 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, 2026SkyOak Wealth, LLC holds $4,929,925 across 6 Utilities - Regulated Electric names. DUK ranks #6 (4.2% of the industry book) .
All Filings in DUK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,110 | 1,652 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $216,312 | 1,652 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $204,435 | 1,652 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $201,494 | 1,652 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||