Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$360,753
-$13,735 QoQ
Shares Held
2,850
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,689
of 2,446 holders
Holding Since
Sep 2023
12 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, 2026MWA Asset Management holds $360,753 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
|
2,850 | $360,753 |
All Filings in DUK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,753 | 2,850 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $374,488 | 2,860 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $378,353 | 3,228 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $402,558 | 3,253 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $383,854 | 3,253 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $397,622 | 3,260 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $351,232 | 3,260 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $380,490 | 3,300 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $329,255 | 3,285 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $322,527 | 3,335 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $462,880 | 4,770 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $816,846 | 9,255 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||