Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$706,442
+$21,103 QoQ
Shares Held
5,581
+6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,283
of 2,446 holders
Holding Since
Mar 2022
17 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, 2026WealthPlan Investment Management, LLC holds $2,056,950 across 4 Utilities - Regulated Electric names. DUK ranks #1 (34.3% of the industry book) .
All Filings in DUK
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $706,442 | 5,581 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $685,339 | 5,234 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $584,057 | 4,983 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $620,235 | 5,012 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $583,038 | 4,941 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $619,729 | 5,081 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $550,551 | 5,110 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $363,310 | 3,151 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $315,824 | 3,151 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $304,733 | 3,151 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $305,773 | 3,151 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $307,497 | 3,484 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,192 | 69 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $303,976 | 3,151 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $844,620 | 8,201 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $650,581 | 6,994 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $793,902 | 7,110 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||