Position in DUK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$361,765
+$39,391 QoQ
Shares Held
2,858
+16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,683
of 2,440 holders
Holding Since
Sep 2024
8 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, 2026Intergy Private Wealth, LLC holds $968,011 across 3 Utilities - Regulated Electric names. DUK ranks #2 (37.4% of the industry book) .
All Filings in DUK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,765 | 2,858 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $322,374 | 2,462 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $271,927 | 2,320 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $311,726 | 2,519 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $257,594 | 2,183 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $271,139 | 2,223 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $227,654 | 2,113 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $232,560 | 2,017 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||