Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$727,202
-$21,251 QoQ
Shares Held
5,745
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,271
of 2,452 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, 2026Premier Path Wealth Partners, LLC holds $8,743,787 across 13 Utilities - Regulated Electric names. DUK ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,587 | $1,982,460 | |
| 2 | AEP |
American Electric Power Co Inc
|
9,195 | $1,257,967 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
12,037 | $976,922 | |
| 4 | ETR |
Entergy Corp /De/
|
6,620 | $760,373 | |
| 5 | DUK |
Duke Energy CORP
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|
5,745 | $727,202 | |
| 6 | D |
Dominion Energy, Inc
|
9,795 | $668,900 | |
| 7 | SO |
Southern Co
|
5,875 | $562,296 | |
| 8 | ES |
Eversource Energy
|
6,493 | $469,249 |
All Filings in DUK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,202 | 5,745 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $748,453 | 5,716 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $588,745 | 5,023 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $617,265 | 4,988 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $554,128 | 4,696 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $485,562 | 3,981 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $428,051 | 3,973 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $409,891 | 3,555 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $351,005 | 3,502 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $300,477 | 3,107 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $288,208 | 2,970 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||