Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$501,130
-$17,261 QoQ
Shares Held
3,959
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,477
of 2,446 holders
Holding Since
Dec 2023
10 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, 2026Lantern Wealth Advisors, LLC holds $3,086,130 across 4 Utilities - Regulated Electric names. DUK ranks #2 (16.2% of the industry book) .
All Filings in DUK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,130 | 3,959 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $518,391 | 3,959 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $464,034 | 3,959 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $485,100 | 3,920 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $462,560 | 3,920 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $422,340 | 3,920 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $451,976 | 3,920 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $463,263 | 4,622 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $446,316 | 4,615 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $450,459 | 4,642 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||