Position in DUK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$255,818
-$8,287 QoQ
Shares Held
2,021
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,926
of 2,446 holders
Holding Since
Dec 2025
3 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, 2026Enclave Advisors LLC holds $1,218,194 across 3 Utilities - Regulated Electric names. DUK ranks #3 (21.0% of the industry book) .
All Filings in DUK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,818 | 2,021 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $264,105 | 2,017 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $235,943 | 2,013 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||