Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$29,366
-$4,154 QoQ
Shares Held
232
-9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,296
of 2,446 holders
Holding Since
Jun 2024
9 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, 2026HIGHLINE WEALTH PARTNERS LLC holds $666,726 across 27 Utilities - Regulated Electric names. DUK ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
3,165 | $302,922 | |
| 2 | NEE |
Nextera Energy Inc
|
827 | $72,585 | |
| 3 | EIX |
Edison International
|
479 | $35,661 | |
| 4 | AEE |
Ameren Corp
|
292 | $33,007 | |
| 5 | AEP |
American Electric Power Co Inc
|
237 | $32,423 | |
| 6 | DUK |
Duke Energy CORP
This page
|
232 | $29,366 | |
| 7 | EXC |
Exelon Corp
|
517 | $24,102 | |
| 8 | ES |
Eversource Energy
|
227 | $16,405 |
All Filings in DUK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,366 | 232 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $33,520 | 256 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $20,394 | 174 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $23,017 | 186 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $15,222 | 129 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $13,538 | 111 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,478 | 23 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,037 | 9 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $501 | 5 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||