Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,810
+$489 QoQ
Shares Held
38
+15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,414
of 2,446 holders
Holding Since
Mar 2026
2 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, 2026Mosley Wealth Management holds $367,575 across 18 Utilities - Regulated Electric names. DUK ranks #9 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,564 | $149,690 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
1,106 | $89,762 | |
| 3 | AEE |
Ameren Corp
|
277 | $31,312 | |
| 4 | EIX |
Edison International
|
345 | $25,685 | |
| 5 | EXC |
Exelon Corp
|
521 | $24,289 | |
| 6 | HE |
Hawaiian Electric Industries Inc
|
1,275 | $17,250 | |
| 7 | AEP |
American Electric Power Co Inc
|
92 | $12,586 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
43 | $5,021 |
All Filings in DUK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,810 | 38 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,321 | 33 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||