Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,179,780
+$1,831,776 QoQ
Shares Held
40,921
+60.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#505
of 2,446 holders
Holding Since
Mar 2024
9 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, 2026Wealth Group, Ltd. holds $5,447,959 across 2 Utilities - Regulated Electric names. DUK ranks #1 (95.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
40,921 | $5,179,780 | |
| 2 | SO |
Southern Co
|
2,802 | $268,179 |
All Filings in DUK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,179,780 | 40,921 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,348,004 | 25,569 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,782,096 | 23,736 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $2,825,156 | 23,942 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $3,266,600 | 26,782 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,463,044 | 22,861 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,639,217 | 22,890 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,273,717 | 22,685 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,201,313 | 22,762 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||