Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$202,781
-$6,984 QoQ
Shares Held
1,602
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#2,102
of 2,446 holders
Holding Since
Mar 2026
2 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, 2026Arbor Wealth Advisors LLC holds $783,005 across 2 Utilities - Regulated Electric names. DUK ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
3,808 | $580,224 | |
| 2 | DUK |
Duke Energy CORP
This page
|
1,602 | $202,781 |
All Filings in DUK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,781 | 1,602 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $209,765 | 1,602 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||