Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,303
-$148 QoQ
Shares Held
34
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,417
of 2,446 holders
Holding Since
Dec 2024
7 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, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $25,910 across 2 Utilities - Regulated Electric names. DUK ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
250 | $21,607 | |
| 2 | DUK |
Duke Energy CORP
This page
|
34 | $4,303 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,303 | 34 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,451 | 34 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,985 | 34 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,207 | 34 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,012 | 34 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,146 | 34 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,663 | 34 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||