Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$489,231
+$92,876 QoQ
Shares Held
3,865
+27.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,498
of 2,446 holders
Holding Since
Jun 2024
9 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, 2026Rothschild Wealth LLC holds $5,354,559 across 11 Utilities - Regulated Electric names. DUK ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
15,276 | $1,137,298 | |
| 2 | PCG |
PG&E Corp
|
53,513 | $900,088 | |
| 3 | ES |
Eversource Energy
|
8,512 | $615,162 | |
| 4 | EXC |
Exelon Corp
|
11,078 | $516,456 | |
| 5 | DUK |
Duke Energy CORP
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|
3,865 | $489,231 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,795 | $326,372 | |
| 7 | NEE |
Nextera Energy Inc
|
3,604 | $316,323 | |
| 8 | DTE |
Dte Energy Co
|
2,013 | $306,720 |
All Filings in DUK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,231 | 3,865 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $396,355 | 3,027 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $310,958 | 2,653 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $298,113 | 2,409 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $280,958 | 2,381 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $277,725 | 2,277 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $260,623 | 2,419 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $318,458 | 2,762 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $259,295 | 2,587 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||