Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,203,522
-$40,538 QoQ
Shares Held
9,508
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,027
of 2,440 holders
Holding Since
Sep 2024
8 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, 2026Sculati Wealth Management, LLC holds $3,871,378 across 3 Utilities - Regulated Electric names. DUK ranks #2 (31.1% of the industry book) .
All Filings in DUK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,203,522 | 9,508 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,244,060 | 9,501 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,066,024 | 9,095 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,166,962 | 9,430 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,029,078 | 8,721 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $922,703 | 7,565 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $492,910 | 4,575 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $401,244 | 3,480 | Shares | Sole | 2025-02-26 | |
| No filing history on record for this holder in this stock. | ||||||