Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$251,134
-$34,838 QoQ
Shares Held
1,984
-9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,939
of 2,440 holders
Holding Since
Mar 2022
17 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, 2026Blossom Wealth Management holds $1,183,649 across 3 Utilities - Regulated Electric names. DUK ranks #3 (21.2% of the industry book) .
All Filings in DUK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,134 | 1,984 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $285,972 | 2,184 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $254,931 | 2,175 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $313,087 | 2,530 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $288,510 | 2,445 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $333,587 | 2,735 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $297,362 | 2,760 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $318,228 | 2,760 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $276,634 | 2,760 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $270,304 | 2,795 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $261,037 | 2,690 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $236,095 | 2,675 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $222,106 | 2,475 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $236,351 | 2,450 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $216,587 | 2,103 | Shares | Sole | 2023-01-20 | |
| 2022-06-30 | $206,700 | 1,928 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $238,170 | 2,133 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||