Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$331,006
-$9,568 QoQ
Shares Held
2,615
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#1,761
of 2,446 holders
Holding Since
Sep 2025
4 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, 2026A4 Wealth Advisors LLC holds $791,212 across 2 Utilities - Regulated Electric names. DUK ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
6,739 | $460,206 | |
| 2 | DUK |
Duke Energy CORP
This page
|
2,615 | $331,006 |
All Filings in DUK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,006 | 2,615 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $340,574 | 2,601 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $304,394 | 2,597 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $311,231 | 2,515 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||