Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,699,698
+$483,801 QoQ
Shares Held
21,328
+26.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#710
of 2,443 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, 2026PRECEDENT WEALTH PARTNERS, LLC holds $4,373,829 across 2 Utilities - Regulated Electric names. DUK ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
21,328 | $2,699,698 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
14,337 | $1,674,131 |
All Filings in DUK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,699,698 | 21,328 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,215,897 | 16,923 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,889,307 | 16,119 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,845,607 | 14,914 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,646,454 | 13,953 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,493,278 | 12,243 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,080,416 | 10,028 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,139,625 | 9,884 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $849,449 | 8,475 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $729,580 | 7,544 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $646,092 | 6,658 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||