Position in DUK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$277,210
-$10,072 QoQ
Shares Held
2,190
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,873
of 2,440 holders
Holding Since
Mar 2022
18 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, 2026Buttonwood Financial Advisors Inc. holds $746,095 across 3 Utilities - Regulated Electric names. DUK ranks #1 (37.2% of the industry book) .
All Filings in DUK
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,210 | 2,190 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $287,282 | 2,194 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $262,902 | 2,243 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $282,892 | 2,286 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $274,468 | 2,326 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $323,586 | 2,653 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $290,790 | 2,699 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $325,146 | 2,820 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $304,899 | 3,042 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $390,901 | 4,042 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $503,055 | 5,184 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $482,164 | 5,463 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $415,406 | 4,629 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $361,762 | 3,750 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $386,212 | 3,750 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $386,033 | 4,150 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $444,921 | 4,150 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $212,154 | 1,900 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||