Position in DUK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$212,777
+$12,674 QoQ
Shares Held
1,625
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
13 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, 2026ForthRight Wealth Management, LLC holds $1,246,909 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
13,028 | $1,246,909 |
All Filings in DUK
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,777 | 1,625 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $200,103 | 1,617 | Shares | Sole | 2025-11-07 | |
| 2024-03-31 | $353,088 | 3,651 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $352,255 | 3,630 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $322,237 | 3,651 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $294,526 | 3,282 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $314,685 | 3,262 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $333,996 | 3,243 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $300,082 | 3,226 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $344,036 | 3,209 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $356,418 | 3,192 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $333,162 | 3,176 | Shares | Sole | 2022-01-24 | |
| 2020-12-31 | $164,167 | 1,793 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||