Position in DUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$711,885
+$9,654 QoQ
Shares Held
5,624
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,278
of 2,440 holders
Holding Since
Dec 2020
23 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, 2026BCGM Wealth Management, LLC holds $2,285,624 across 4 Utilities - Regulated Electric names. DUK ranks #2 (31.1% of the industry book) .
All Filings in DUK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,885 | 5,624 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $702,231 | 5,363 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $627,425 | 5,353 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $660,948 | 5,341 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $629,058 | 5,331 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $648,758 | 5,319 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $607,869 | 5,642 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $665,281 | 5,770 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $577,324 | 5,760 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $555,889 | 5,748 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $510,624 | 5,262 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $463,365 | 5,250 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $471,135 | 5,250 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $436,333 | 4,523 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $538,122 | 5,225 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $533,841 | 5,739 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $608,523 | 5,676 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $666,498 | 5,969 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $593,209 | 5,655 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $284,182 | 2,912 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $239,790 | 2,429 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $233,506 | 2,419 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $228,075 | 2,491 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||