Position in DUK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$435,182
+$150,507 QoQ
Shares Held
3,438
+39.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,574
of 2,452 holders
Holding Since
Dec 2023
5 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, 2026BARLOW WEALTH PARTNERS, LLC holds $1,355,802 across 3 Utilities - Regulated Electric names. DUK ranks #2 (32.1% 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 | $435,182 | 3,438 | Shares | Sole | 2026-07-14 | |
| 2024-09-30 | $284,675 | 2,469 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $247,467 | 2,469 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $238,776 | 2,469 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $220,183 | 2,269 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||