Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,377,063
-$135,555 QoQ
Shares Held
10,879
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.01%
of 13F equity value
Holder Rank
#974
of 2,440 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, 2026ALLEN WEALTH MANAGEMENT, LLC holds $1,377,063 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
10,879 | $1,377,063 |
All Filings in DUK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,377,063 | 10,879 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,512,618 | 11,552 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,400,893 | 11,952 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,353,825 | 10,940 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,315,936 | 11,152 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,379,114 | 11,307 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,238,255 | 11,493 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,417,382 | 12,293 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,212,582 | 12,098 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,123,866 | 11,621 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,127,701 | 11,621 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||