Position in DUK
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$86,944
+$84,014 QoQ
Shares Held
664
+2556.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
3 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, 2026Fairway Wealth LLC holds $159,066 across 3 Utilities - Regulated Electric names.
All Filings in DUK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,944 | 664 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,930 | 25 | Shares | Sole | 2026-01-28 | |
| 2024-06-30 | $8,720 | 87 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||