Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$347,335
-$11,964 QoQ
Shares Held
2,744
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
6.85%
of 13F equity value
Holder Rank
#1,716
of 2,446 holders
Holding Since
Dec 2021
10 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, 2026Treasure Coast Financial Planning holds $347,335 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
|
2,744 | $347,335 |
All Filings in DUK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,335 | 2,744 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $359,299 | 2,744 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $321,741 | 2,745 | Shares | Sole | 2026-01-22 | |
| 2023-06-30 | $397,009 | 4,424 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $426,783 | 4,424 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $455,627 | 4,424 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $409,660 | 4,404 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $471,080 | 4,394 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $490,634 | 4,394 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $458,832 | 4,374 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||