Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$252,906
-$3,998 QoQ
Shares Held
1,998
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,935
of 2,446 holders
Holding Since
Sep 2025
4 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, 2026Discipline Wealth Solutions, LLC holds $1,060,394 across 3 Utilities - Regulated Electric names. DUK ranks #2 (23.9% of the industry book) .
All Filings in DUK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,906 | 1,998 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $256,904 | 1,962 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $219,651 | 1,874 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $227,328 | 1,837 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||