Position in DUK
as of Mar 31, 2026
· filed Apr 3, 2026
Position Value
$105,668
+$11,080 QoQ
Shares Held
807
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026Global Wealth Strategies & Associates holds $252,002 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
2,194 | $252,002 |
All Filings in DUK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,668 | 807 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $94,588 | 807 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $91,822 | 742 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $37,406 | 317 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $38,664 | 317 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $34,153 | 317 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $36,550 | 317 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $31,772 | 317 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $30,657 | 317 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $30,761 | 317 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $27,978 | 317 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $28,447 | 317 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $30,580 | 317 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $32,647 | 317 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||