Position in DUK
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$222,401
-$7,660 QoQ
Shares Held
1,757
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.15%
of 13F equity value
Holder Rank
#2,024
of 2,446 holders
Holding Since
Mar 2025
3 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, 2026Beacon Wealthcare LLC holds $222,401 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
1,757 | $222,401 |
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,401 | 1,757 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $230,061 | 1,757 | Shares | Sole | 2026-04-01 | |
| 2025-03-31 | $225,400 | 1,848 | Shares | Sole | 2025-04-02 | |
| No filing history on record for this holder in this stock. | ||||||