Old North State Wealth Management, LLC
Position in DUK — Duke Energy CORP
CIK 2041262
Wilmington, NC
Position in DUK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,863,095
-$15,871 QoQ
Shares Held
30,519
+3.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#594
of 2,446 holders
Holding Since
Dec 2021
19 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, 2026Old North State Wealth Management, LLC holds $5,138,666 across 4 Utilities - Regulated Electric names. DUK ranks #1 (75.2% of the industry book) .
All Filings in DUK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,863,095 | 30,519 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,878,966 | 29,624 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,363,927 | 28,700 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,521,058 | 28,453 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,275,090 | 27,755 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,249,158 | 26,639 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,734,225 | 25,378 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,716,929 | 23,564 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,484,801 | 24,791 | Shares | Sole | 2024-10-29 | |
| 2024-03-31 | $1,642,522 | 16,984 | Shares | Sole | 2024-10-29 | |
| 2023-12-31 | $1,519,840 | 15,662 | Shares | Sole | 2024-10-28 | |
| 2023-09-30 | $1,169,709 | 13,253 | Shares | Sole | 2024-10-28 | |
| 2023-06-30 | $1,150,018 | 12,815 | Shares | Sole | 2024-10-28 | |
| 2023-03-31 | $975,311 | 10,110 | Shares | Sole | 2024-10-28 | |
| 2022-12-31 | $1,000,753 | 9,717 | Shares | Sole | 2024-10-25 | |
| 2022-09-30 | $837,645 | 9,005 | Shares | Sole | 2024-10-25 | |
| 2022-06-30 | $935,943 | 8,730 | Shares | Sole | 2024-10-25 | |
| 2022-03-31 | $919,631 | 8,236 | Shares | Sole | 2024-10-25 | |
| 2021-12-31 | $855,039 | 8,151 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||