Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$257,337
-$8,864 QoQ
Shares Held
2,033
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,917
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, 2026Jessup Wealth Management, Inc holds $257,337 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
|
2,033 | $257,337 |
All Filings in DUK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,337 | 2,033 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $266,201 | 2,033 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $203,124 | 1,733 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $214,335 | 1,732 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $211,810 | 1,795 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $218,692 | 1,793 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||