Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,272,599
-$133,543 QoQ
Shares Held
25,854
-0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#640
of 2,446 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Derivatives in DUK
reported options exposure · as of Jun 30, 2025CallValue
$13,088,088
CallShares
110,916
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Moran Wealth Management, LLC holds $4,740,727 across 2 Utilities - Regulated Electric names. DUK ranks #1 (69.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
25,854 | $3,272,599 | |
| 2 | NEE |
Nextera Energy Inc
|
16,727 | $1,468,128 |
All Filings in DUK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,272,599 | 25,854 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,406,142 | 26,013 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,831,089 | 24,154 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $3,148,323 | 25,441 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $13,088,088 | 110,916 | Call | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||