Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$293,665
+$21,179 QoQ
Shares Held
2,320
+11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,843
of 2,446 holders
Holding Since
Mar 2022
8 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, 2026Crown Wealth Group, LLC holds $549,163 across 2 Utilities - Regulated Electric names. DUK ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
2,320 | $293,665 | |
| 2 | NEE |
Nextera Energy Inc
|
2,911 | $255,498 |
All Filings in DUK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,665 | 2,320 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $272,486 | 2,081 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $220,589 | 1,882 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $211,860 | 1,712 | Shares | Sole | 2025-10-22 | |
| 2025-03-31 | $218,082 | 1,788 | Shares | Sole | 2025-04-25 | |
| 2024-09-30 | $233,597 | 2,026 | Shares | Sole | 2024-11-13 | |
| 2022-06-30 | $220,959 | 2,061 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $235,379 | 2,108 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||