Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$330,120
-$42,404 QoQ
Shares Held
2,608
-8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,761
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, 2026MUIRFIELD WEALTH ADVISORS LLC holds $330,120 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
|
2,608 | $330,120 |
All Filings in DUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,120 | 2,608 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $372,524 | 2,845 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $362,647 | 3,094 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $404,910 | 3,272 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $396,952 | 3,364 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $405,306 | 3,323 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $355,003 | 3,295 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $381,297 | 3,307 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $328,453 | 3,277 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $313,823 | 3,245 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $332,362 | 3,425 | Shares | Sole | 2024-03-14 | |
| No filing history on record for this holder in this stock. | ||||||