Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$24,683
-$850 QoQ
Shares Held
195
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,311
of 2,446 holders
Holding Since
Mar 2025
6 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, 2026PROATHLETE WEALTH MANAGEMENT LLC holds $240,356 across 9 Utilities - Regulated Electric names. DUK ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,832 | $175,339 | |
| 2 | DUK |
Duke Energy CORP
This page
|
195 | $24,683 | |
| 3 | NEE |
Nextera Energy Inc
|
211 | $18,519 | |
| 4 | NGG |
National Grid PLC
|
71 | $5,883 | |
| 5 | XEL |
Xcel Energy Inc
|
57 | $4,577 | |
| 6 | FE |
Firstenergy Corp
|
80 | $3,803 | |
| 7 | AEP |
American Electric Power Co Inc
|
27 | $3,693 | |
| 8 | PPL |
PPL Corp
|
58 | $2,108 |
All Filings in DUK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,683 | 195 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $25,533 | 195 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $22,855 | 195 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $20,790 | 168 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $19,824 | 168 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $20,490 | 168 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||