Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$420,119
-$24,815 QoQ
Shares Held
3,319
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,594
of 2,440 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $1,212,406 across 2 Utilities - Regulated Electric names. DUK ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
8,278 | $792,287 | |
| 2 | DUK |
Duke Energy CORP
This page
|
3,319 | $420,119 |
All Filings in DUK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,119 | 3,319 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $444,934 | 3,398 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $362,999 | 3,097 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $379,665 | 3,068 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $305,384 | 2,588 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $307,242 | 2,519 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $260,192 | 2,415 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $290,094 | 2,516 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $249,171 | 2,486 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $274,849 | 2,842 | Shares | Sole | 2024-04-12 | |
| 2023-03-31 | $215,224 | 2,231 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $225,548 | 2,190 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||