Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$126,580
-$4,360 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,168
of 2,440 holders
Holding Since
Mar 2025
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 Jun 30, 2026Wealth Preservation Advisors, LLC holds $126,580 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
|
1,000 | $126,580 |
All Filings in DUK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,580 | 1,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $130,940 | 1,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $161,867 | 1,381 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $170,898 | 1,381 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $162,604 | 1,378 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $163,195 | 1,338 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||