Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$460,118
-$15,848 QoQ
Shares Held
3,635
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,531
of 2,446 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, 2026Birchcreek Wealth Management, LLC holds $1,032,115 across 2 Utilities - Regulated Electric names. DUK ranks #2 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
8,376 | $571,997 | |
| 2 | DUK |
Duke Energy CORP
This page
|
3,635 | $460,118 |
All Filings in DUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,118 | 3,635 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $475,966 | 3,635 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $426,058 | 3,635 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $449,831 | 3,635 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $428,930 | 3,635 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $443,360 | 3,635 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $391,634 | 3,635 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $419,115 | 3,635 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $417,257 | 4,163 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $402,603 | 4,163 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $441,920 | 4,554 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $425,589 | 4,822 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $405,265 | 4,516 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $353,369 | 3,663 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $374,677 | 3,638 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $338,406 | 3,638 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $309,300 | 2,885 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $322,139 | 2,885 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $302,636 | 2,885 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $281,547 | 2,885 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $284,807 | 2,885 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $278,489 | 2,885 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $170,484 | 1,862 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||