Position in DUK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$303,257
+$11,950 QoQ
Shares Held
2,316
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
3 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, 2026CARDIFF PARK ADVISORS, LLC holds $507,398 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,781 | $507,398 |
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $303,257 | 2,316 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $291,307 | 2,354 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $218,854 | 2,263 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||