Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$237,970
-$5,971 QoQ
Shares Held
1,880
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,982
of 2,446 holders
Holding Since
Mar 2025
5 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, 2026Prosperity Financial Group, Inc. holds $1,138,219 across 4 Utilities - Regulated Electric names. DUK ranks #2 (20.9% of the industry book) .
All Filings in DUK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,970 | 1,880 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $243,941 | 1,863 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $233,763 | 1,889 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $226,560 | 1,920 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $231,255 | 1,896 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||