Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$410,752
-$13,886 QoQ
Shares Held
3,245
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,612
of 2,446 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, 2026Pine Harbor Wealth Management, LLC holds $410,752 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
|
3,245 | $410,752 |
All Filings in DUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,752 | 3,245 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $424,638 | 3,243 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $379,877 | 3,241 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $400,826 | 3,239 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $381,966 | 3,237 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $394,572 | 3,235 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $348,323 | 3,233 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $397,785 | 3,450 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $345,693 | 3,449 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $314,210 | 3,249 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $315,282 | 3,249 | Shares | Sole | 2024-04-03 | |
| No filing history on record for this holder in this stock. | ||||||