Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$681,886
-$82,017 QoQ
Shares Held
5,387
-7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#1,303
of 2,446 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, 2026Visionary Horizons, LLC holds $2,231,914 across 4 Utilities - Regulated Electric names. DUK ranks #2 (30.6% of the industry book) .
All Filings in DUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681,886 | 5,387 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $763,903 | 5,834 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $722,951 | 6,168 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $772,447 | 6,242 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $760,628 | 6,446 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $824,029 | 6,756 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $862,243 | 8,003 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $975,322 | 8,459 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $850,351 | 8,484 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $825,226 | 8,533 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $833,670 | 8,591 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||