Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$796,314
-$33,321 QoQ
Shares Held
6,291
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#1,211
of 2,440 holders
Holding Since
Dec 2020
23 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, 2026Future Financial Wealth Managment LLC holds $796,314 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
6,291 | $796,314 |
All Filings in DUK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $796,314 | 6,291 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $829,635 | 6,336 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $739,829 | 6,312 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $766,260 | 6,192 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $732,190 | 6,205 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $753,652 | 6,179 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $663,031 | 6,154 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $873,743 | 7,578 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $763,652 | 7,619 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $642,347 | 6,642 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $642,210 | 6,618 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $581,986 | 6,594 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $554,144 | 6,175 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $593,772 | 6,155 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $748,840 | 7,271 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $673,185 | 7,237 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $774,056 | 7,220 | Shares | Sole | 2022-07-05 | |
| 2022-03-31 | $806,185 | 7,220 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $647,233 | 6,170 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $595,006 | 6,097 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $601,895 | 6,097 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $588,157 | 6,093 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $557,417 | 6,088 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||