Position in DUK
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$219,062
+$9,725 QoQ
Shares Held
1,673
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Philip James Wealth Mangement, LLC holds $238,987 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
2,497 | $238,987 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $219,062 | 1,673 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $209,337 | 1,786 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $220,027 | 1,778 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $237,416 | 2,012 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $244,427 | 2,004 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $235,088 | 2,182 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $251,354 | 2,180 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||