Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$312,146
-$36,940 QoQ
Shares Held
2,466
-7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,801
of 2,446 holders
Holding Since
Mar 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, 2026Wealth Quarterback LLC holds $3,356,106 across 6 Utilities - Regulated Electric names. DUK ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
15,553 | $1,262,281 | |
| 2 | SO |
Southern Co
|
7,349 | $703,372 | |
| 3 | D |
Dominion Energy, Inc
|
7,525 | $513,882 | |
| 4 | DUK |
Duke Energy CORP
This page
|
2,466 | $312,146 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,263 | $309,601 | |
| 6 | ES |
Eversource Energy
|
3,526 | $254,824 |
All Filings in DUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,146 | 2,466 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $349,086 | 2,666 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $307,441 | 2,623 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $321,873 | 2,601 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $305,266 | 2,587 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $298,826 | 2,450 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $262,454 | 2,436 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $279,141 | 2,421 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $245,763 | 2,452 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $241,098 | 2,493 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $230,470 | 2,375 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $214,295 | 2,428 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $244,631 | 2,726 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $264,810 | 2,745 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $707,953 | 6,874 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $220,829 | 2,374 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $252,908 | 2,359 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $580,660 | 5,950 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $223,600 | 2,265 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $226,794 | 2,477 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $512,939 | 5,792 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $462,722 | 5,792 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $485,846 | 6,007 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||