Position in DUK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$229,869
New position
Shares Held
1,816
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#2,001
of 2,446 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DOPKINS WEALTH MANAGEMENT, LLC holds $229,869 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
|
1,816 | $229,869 |
All Filings in DUK
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,869 | 1,816 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||