Position in DUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,382,941
+$250,093 QoQ
Shares Held
42,526
+8.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
4.69%
of 13F equity value
Holder Rank
#485
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026Seven Springs Wealth Group, LLC holds $5,382,941 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
|
42,526 | $5,382,941 |
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,382,941 | 42,526 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,132,848 | 39,200 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,368,885 | 37,274 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,458,217 | 36,026 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,073,832 | 34,524 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,930,117 | 32,222 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,991,551 | 37,048 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,053,256 | 35,154 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,452,923 | 34,450 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,246,457 | 33,569 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,695,091 | 27,773 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,344,626 | 26,565 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,963,815 | 44,170 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,545,071 | 26,382 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,660,746 | 25,835 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,540,934 | 27,316 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,912,574 | 27,167 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,028,777 | 27,125 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,756,142 | 26,274 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,054,171 | 21,049 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,833,032 | 18,568 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,584,539 | 16,415 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,159,332 | 12,662 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,114,881 | 12,589 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $33,234 | 416 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $33,646 | 416 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||