Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$705,683
-$143,331 QoQ
Shares Held
5,575
-14.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,284
of 2,443 holders
Holding Since
Sep 2023
12 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, 2026Financial Security Advisor, Inc. holds $5,079,791 across 4 Utilities - Regulated Electric names. DUK ranks #3 (13.9% of the industry book) .
All Filings in DUK
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705,683 | 5,575 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $849,014 | 6,484 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $576,438 | 4,918 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $606,003 | 4,897 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $576,194 | 4,883 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $593,749 | 4,868 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $523,831 | 4,862 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $559,896 | 4,856 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $492,029 | 4,909 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $468,269 | 4,842 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $497,621 | 5,128 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $493,726 | 5,594 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||