Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,032,983
-$136,157 QoQ
Shares Held
23,961
-1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#664
of 2,440 holders
Holding Since
Dec 2023
11 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, 2026Counterweight Ventures, LLC holds $3,468,058 across 2 Utilities - Regulated Electric names. DUK ranks #1 (87.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
23,961 | $3,032,983 | |
| 2 | NEE |
Nextera Energy Inc
|
4,957 | $435,075 |
All Filings in DUK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,032,983 | 23,961 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,169,140 | 24,203 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,914,426 | 24,865 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,064,545 | 24,764 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,949,764 | 24,998 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,997,900 | 24,579 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,597,395 | 24,108 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,719,927 | 23,590 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $963,611 | 9,614 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $933,154 | 9,649 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $952,544 | 9,816 | Shares | Sole | 2024-02-27 | |
| No filing history on record for this holder in this stock. | ||||||