Position in DUK
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$233,989
+$28,052 QoQ
Shares Held
1,787
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
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, 2026TRITONPOINT WEALTH, LLC holds $1,866,627 across 4 Utilities - Regulated Electric names.
All Filings in DUK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $233,989 | 1,787 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $205,937 | 1,757 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $250,346 | 2,023 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $230,336 | 1,952 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $232,596 | 1,907 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||