Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$394,676
-$21,713 QoQ
Shares Held
3,118
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,623
of 2,440 holders
Holding Since
Jun 2024
9 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, 2026Opal Wealth Advisors, LLC holds $1,651,846 across 4 Utilities - Regulated Electric names. DUK ranks #3 (23.9% of the industry book) .
All Filings in DUK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,676 | 3,118 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $416,389 | 3,180 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $402,264 | 3,432 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $407,632 | 3,294 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $390,344 | 3,308 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $314,438 | 2,578 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $233,364 | 2,166 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $259,079 | 2,247 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $212,788 | 2,123 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||