Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$231,388
-$329,951 QoQ
Shares Held
1,828
-57.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,996
of 2,446 holders
Holding Since
Jun 2023
7 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, 2026Impact Partnership Wealth, LLC holds $2,894,353 across 8 Utilities - Regulated Electric names. DUK ranks #8 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
5,032 | $556,690 | |
| 2 | FE |
Firstenergy Corp
|
10,639 | $505,778 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
3,802 | $443,959 | |
| 4 | SO |
Southern Co
|
3,519 | $336,803 | |
| 5 | OGE |
Oge Energy Corp.
|
6,659 | $324,026 | |
| 6 | AEE |
Ameren Corp
|
2,264 | $255,922 | |
| 7 | NEE |
Nextera Energy Inc
|
2,732 | $239,787 | |
| 8 | DUK |
Duke Energy CORP
This page
|
1,828 | $231,388 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,388 | 1,828 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $561,339 | 4,287 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $622,267 | 5,309 | Shares | Sole | 2026-02-10 | |
| 2024-03-31 | $26,691 | 276 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $41,921 | 432 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $151,981 | 1,722 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $27,998 | 312 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||