Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$318,728
+$6,568 QoQ
Shares Held
2,518
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,783
of 2,440 holders
Holding Since
Mar 2025
6 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, 2026Strata Wealth Advisors, LLC holds $318,728 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
|
2,518 | $318,728 |
All Filings in DUK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,728 | 2,518 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $312,160 | 2,384 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $306,504 | 2,615 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $327,442 | 2,646 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $205,556 | 1,742 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $211,739 | 1,736 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||