Position in DUK
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$342,539
+$19,626 QoQ
Shares Held
2,616
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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 Jun 30, 2026Beverly Hills Private Wealth, LLC holds $2,172,577 across 4 Utilities - Regulated Electric names.
All Filings in DUK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $342,539 | 2,616 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $322,913 | 2,755 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $351,944 | 2,844 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $337,126 | 2,857 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $386,154 | 3,166 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $334,207 | 3,102 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $369,996 | 3,209 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $409,338 | 4,084 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $442,931 | 4,580 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $476,756 | 4,913 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $483,663 | 5,480 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $983,819 | 10,963 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $470,098 | 4,873 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $447,285 | 4,343 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||