Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$806,314
+$13,866 QoQ
Shares Held
6,370
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#1,198
of 2,446 holders
Holding Since
Sep 2024
8 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, 2026Aspen Wealth Strategies, LLC holds $2,469,845 across 3 Utilities - Regulated Electric names. DUK ranks #2 (32.6% of the industry book) .
All Filings in DUK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $806,314 | 6,370 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $792,448 | 6,052 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $700,212 | 5,974 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $738,911 | 5,971 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $686,288 | 5,816 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $727,185 | 5,962 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $635,558 | 5,899 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $614,664 | 5,331 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||