Position in DUK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,645,540
-$318,560 QoQ
Shares Held
13,000
-13.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
5.73%
of 13F equity value
Holder Rank
#890
of 2,446 holders
Holding Since
Dec 2021
15 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, 2026Gibson Wealth Advisors LLC holds $3,485,630 across 3 Utilities - Regulated Electric names. DUK ranks #1 (47.2% of the industry book) .
All Filings in DUK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,645,540 | 13,000 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,964,100 | 15,000 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,758,150 | 15,000 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,856,250 | 15,000 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,770,000 | 15,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,585,610 | 13,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,400,620 | 13,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,498,900 | 13,000 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,302,990 | 13,000 | Shares | Sole | 2024-08-28 | |
| 2024-03-31 | $1,257,230 | 13,000 | Shares | Sole | 2024-08-28 | |
| 2022-12-31 | $81,001,635 | 786,500 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $976,710 | 10,500 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $1,125,705 | 10,500 | Shares | Sole | 2022-09-07 | |
| 2022-03-31 | $1,172,430 | 10,500 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,021,726 | 9,740 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||