Position in DUK
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$467,206
+$48,068 QoQ
Shares Held
3,691
+15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,523
of 2,446 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Salvus Wealth Management, LLC holds $2,263,496 across 3 Utilities - Regulated Electric names. DUK ranks #3 (20.6% of the industry book) .
All Filings in DUK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $467,206 | 3,691 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $419,138 | 3,201 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $338,971 | 2,892 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $349,717 | 2,826 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $275,530 | 2,335 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $276,140 | 2,264 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $220,651 | 2,048 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $232,675 | 2,018 | Shares | Sole | 2024-10-07 | |
| No filing history on record for this holder in this stock. | ||||||