Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$349,234
-$36,646 QoQ
Shares Held
2,759
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,713
of 2,446 holders
Holding Since
Dec 2022
14 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, 2026Centurion Wealth Management LLC holds $1,601,888 across 3 Utilities - Regulated Electric names. DUK ranks #3 (21.8% of the industry book) .
All Filings in DUK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,234 | 2,759 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $385,880 | 2,947 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $351,630 | 3,000 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $370,136 | 2,991 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $352,938 | 2,991 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $354,200 | 2,904 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $312,876 | 2,904 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $346,015 | 3,001 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $289,549 | 2,994 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $281,707 | 2,903 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $253,129 | 2,868 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $253,156 | 2,821 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $255,549 | 2,649 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $264,890 | 2,572 | Shares | Sole | 2023-02-23 | |
| No filing history on record for this holder in this stock. | ||||||