Position in DUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$344,044
-$10,541 QoQ
Shares Held
2,718
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,725
of 2,446 holders
Holding Since
Dec 2023
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, 2026CHANNEL WEALTH LLC holds $776,226 across 2 Utilities - Regulated Electric names. DUK ranks #2 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
3,159 | $432,182 | |
| 2 | DUK |
Duke Energy CORP
This page
|
2,718 | $344,044 |
All Filings in DUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,044 | 2,718 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $354,585 | 2,708 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $316,349 | 2,699 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $388,451 | 3,139 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $367,806 | 3,117 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $377,375 | 3,094 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $330,977 | 3,072 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $351,319 | 3,047 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $303,195 | 3,025 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $305,216 | 3,156 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $305,384 | 3,147 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||