Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$244,679
-$6,332 QoQ
Shares Held
1,933
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,962
of 2,446 holders
Holding Since
Dec 2022
11 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, 2026Semus Wealth Partners LLC holds $774,283 across 2 Utilities - Regulated Electric names. DUK ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
6,034 | $529,604 | |
| 2 | DUK |
Duke Energy CORP
This page
|
1,933 | $244,679 |
All Filings in DUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,679 | 1,933 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $251,011 | 1,917 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $223,050 | 1,903 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $233,392 | 1,886 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $229,628 | 1,946 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $244,427 | 2,004 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $214,187 | 1,988 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $219,877 | 1,907 | Shares | Sole | 2024-11-07 | |
| 2023-06-30 | $221,029 | 2,463 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $235,193 | 2,438 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $246,043 | 2,389 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||