Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$305,817
-$10,534 QoQ
Shares Held
2,416
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,821
of 2,446 holders
Holding Since
Dec 2021
19 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, 2026Royal Capital Wealth Management, LLC holds $1,297,091 across 2 Utilities - Regulated Electric names. DUK ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,294 | $991,274 | |
| 2 | DUK |
Duke Energy CORP
This page
|
2,416 | $305,817 |
All Filings in DUK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,817 | 2,416 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $316,351 | 2,416 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $283,179 | 2,416 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $317,790 | 2,568 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $303,024 | 2,568 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $319,317 | 2,618 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $282,063 | 2,618 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $278,564 | 2,416 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $242,155 | 2,416 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $233,651 | 2,416 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $234,448 | 2,416 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $213,236 | 2,416 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $216,811 | 2,416 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $233,071 | 2,416 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $248,823 | 2,416 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $224,736 | 2,416 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $259,019 | 2,416 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $269,770 | 2,416 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $253,438 | 2,416 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||