Position in DUK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$990,868
-$31,773 QoQ
Shares Held
7,828
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,109
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, 2026LongView Wealth Management holds $3,276,922 across 3 Utilities - Regulated Electric names. DUK ranks #2 (30.2% of the industry book) .
All Filings in DUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $990,868 | 7,828 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,022,641 | 7,810 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,388,938 | 11,850 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,463,220 | 11,824 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,398,654 | 11,853 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,561,216 | 12,800 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,368,082 | 12,698 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,457,276 | 12,639 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $868,693 | 8,667 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $800,371 | 8,276 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $836,387 | 8,619 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||