Position in DUK
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$230,454
+$21,469 QoQ
Shares Held
1,760
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
6 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 Mar 31, 2026Redwood Wealth Management Group, LLC holds $924,707 across 3 Utilities - Regulated Electric names. DUK ranks #3 (24.9% of the industry book) .
All Filings in DUK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $230,454 | 1,760 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $208,985 | 1,783 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $224,606 | 1,815 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $213,698 | 1,811 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $220,521 | 1,808 | Shares | Sole | 2025-04-21 | |
| 2024-06-30 | $172,395 | 1,720 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||