Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$380,119
-$33,913 QoQ
Shares Held
3,003
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,655
of 2,446 holders
Holding Since
Sep 2022
16 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, 2026Resurgent Financial Advisors LLC holds $3,497,460 across 4 Utilities - Regulated Electric names. DUK ranks #3 (10.9% of the industry book) .
All Filings in DUK
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,119 | 3,003 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $414,032 | 3,162 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $375,306 | 3,202 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $558,236 | 4,511 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $602,154 | 5,103 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $417,869 | 3,426 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $379,891 | 3,526 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $514,238 | 4,460 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $730,776 | 7,291 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,030,251 | 10,653 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $692,477 | 7,136 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $638,031 | 7,229 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $597,578 | 6,659 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $488,909 | 5,068 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $665,418 | 6,461 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $328,267 | 3,529 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||