Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$802,517
-$28,559 QoQ
Shares Held
6,340
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.12%
of 13F equity value
Holder Rank
#1,204
of 2,440 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Blake Schutter Theil Wealth Advisors, LLC holds $1,640,590 across 3 Utilities - Regulated Electric names. DUK ranks #1 (48.9% of the industry book) .
All Filings in DUK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $802,517 | 6,340 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $831,076 | 6,347 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $745,338 | 6,359 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $777,768 | 6,285 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $742,456 | 6,292 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,137,370 | 9,325 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,020,728 | 9,474 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,106,995 | 9,601 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||