Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,329
-$218 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,403
of 2,446 holders
Holding Since
Sep 2022
16 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, 2026Ameliora Wealth Management Ltd. holds $101,120 across 2 Utilities - Regulated Electric names. DUK ranks #2 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,080 | $94,791 | |
| 2 | DUK |
Duke Energy CORP
This page
|
50 | $6,329 |
All Filings in DUK
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,329 | 50 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,547 | 50 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,860 | 50 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,187 | 50 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,900 | 50 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $6,098 | 50 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,387 | 50 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $5,765 | 50 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $35,080 | 350 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $78,335 | 810 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $80,640 | 831 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $83,052 | 941 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $31,409 | 350 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $33,764 | 350 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $36,046 | 350 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $32,557 | 350 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||