Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,340,175
+$1,068,771 QoQ
Shares Held
34,288
+37.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#560
of 2,446 holders
Holding Since
Sep 2020
16 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, 2026RMR Wealth Builders holds $6,852,762 across 4 Utilities - Regulated Electric names. DUK ranks #1 (63.3% of the industry book) .
All Filings in DUK
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,340,175 | 34,288 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,271,404 | 24,984 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,563,031 | 21,867 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,330,583 | 18,833 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,069,012 | 17,534 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,986,647 | 16,288 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,680,097 | 15,594 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,657,091 | 14,372 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,463,458 | 14,601 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,202,588 | 12,435 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $981,850 | 10,118 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $671,746 | 7,611 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $253,784 | 2,828 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $255,549 | 2,649 | Shares | Sole | 2023-04-11 | |
| 2021-03-31 | $78,575 | 814 | Shares | Sole | 2021-05-13 | |
| 2020-09-30 | $237,783 | 2,685 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||