Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$271,387
-$25,846 QoQ
Shares Held
2,144
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,892
of 2,446 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GC Wealth Management RIA, LLC holds $6,448,830 across 7 Utilities - Regulated Electric names. DUK ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
31,767 | $2,788,189 | |
| 2 | SO |
Southern Co
|
11,552 | $1,105,641 | |
| 3 | NGG |
National Grid PLC
|
11,736 | $972,562 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,503 | $479,245 | |
| 5 | XEL |
Xcel Energy Inc
|
5,626 | $451,767 | |
| 6 | PPL |
PPL Corp
|
10,455 | $380,039 | |
| 7 | DUK |
Duke Energy CORP
This page
|
2,144 | $271,387 |
All Filings in DUK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,387 | 2,144 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $297,233 | 2,270 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $398,514 | 3,400 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,726,683 | 13,953 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $569,232 | 4,824 | Shares | Sole | 2025-07-17 | |
| 2024-09-30 | $1,807,096 | 15,673 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,474,683 | 14,713 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,185,954 | 12,263 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $697,135 | 7,184 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||