Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,885
-$1,408 QoQ
Shares Held
323
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,258
of 2,440 holders
Holding Since
Dec 2024
7 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, 2026ABOUND FINANCIAL, LLC holds $70,162 across 3 Utilities - Regulated Electric names. DUK ranks #1 (58.3% of the industry book) .
All Filings in DUK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,885 | 323 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $42,293 | 323 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $37,858 | 323 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $259,998 | 2,101 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $246,148 | 2,086 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $252,477 | 2,070 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $221,297 | 2,054 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||