Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$921,375
-$47,842 QoQ
Shares Held
7,279
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,135
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, 2026Gratus Wealth Advisors, LLC holds $4,507,961 across 5 Utilities - Regulated Electric names. DUK ranks #2 (20.4% of the industry book) .
All Filings in DUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921,375 | 7,279 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $969,217 | 7,402 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $867,354 | 7,400 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,055,587 | 8,530 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,014,918 | 8,601 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,061,626 | 8,704 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $956,623 | 8,879 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,031,127 | 8,943 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $972,732 | 9,705 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $940,117 | 9,721 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $884,422 | 9,114 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||