Position in DUK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$245,438
-$598 QoQ
Shares Held
1,939
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,965
of 2,452 holders
Holding Since
Sep 2020
10 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, 2026Planned Solutions, Inc. holds $575,996 across 2 Utilities - Regulated Electric names. DUK ranks #2 (42.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
4,440 | $330,558 | |
| 2 | DUK |
Duke Energy CORP
This page
|
1,939 | $245,438 |
All Filings in DUK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,438 | 1,939 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $246,036 | 1,879 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $220,237 | 1,879 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $229,185 | 1,852 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $218,536 | 1,852 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $225,888 | 1,852 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $213,535 | 1,852 | Shares | Sole | 2024-10-09 | |
| 2023-12-31 | $130,033 | 1,340 | Shares | Sole | 2024-01-18 | |
| 2020-12-31 | $67,571 | 738 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $65,357 | 738 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||