Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$502,142
-$17,296 QoQ
Shares Held
3,967
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.77%
of 13F equity value
Holder Rank
#1,478
of 2,452 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, 2026WEBSTERROGERS FINANCIAL ADVISORS, LLC holds $1,045,104 across 2 Utilities - Regulated Electric names. DUK ranks #2 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
5,673 | $542,962 | |
| 2 | DUK |
Duke Energy CORP
This page
|
3,967 | $502,142 |
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,142 | 3,967 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $519,438 | 3,967 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $467,550 | 3,989 | Shares | Sole | 2026-01-08 | |
| No filing history on record for this holder in this stock. | ||||||