Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$582,141
-$43,097 QoQ
Shares Held
4,599
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.11%
of 13F equity value
Holder Rank
#1,387
of 2,446 holders
Holding Since
Dec 2024
7 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, 2026Level Wealth Management LLC holds $982,113 across 2 Utilities - Regulated Electric names. DUK ranks #1 (59.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
4,599 | $582,141 | |
| 2 | SO |
Southern Co
|
4,179 | $399,972 |
All Filings in DUK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,141 | 4,599 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $625,238 | 4,775 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $549,011 | 4,684 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $554,400 | 4,480 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $528,404 | 4,478 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $546,059 | 4,477 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $539,561 | 5,008 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||