Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$219,363
-$7,556 QoQ
Shares Held
1,733
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#2,040
of 2,452 holders
Holding Since
Sep 2025
4 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, 2026Wingate Wealth Advisors, Inc. holds $219,363 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
1,733 | $219,363 |
All Filings in DUK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,363 | 1,733 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $226,919 | 1,733 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $203,124 | 1,733 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $214,458 | 1,733 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||