Position in DUK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,634,021
-$59,556 QoQ
Shares Held
12,909
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#890
of 2,440 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, 2026Orca Wealth Management, LLC holds $2,632,883 across 3 Utilities - Regulated Electric names. DUK ranks #1 (62.1% of the industry book) .
All Filings in DUK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,634,021 | 12,909 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,693,577 | 12,934 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,515,056 | 12,926 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,565,313 | 12,649 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,498,718 | 12,701 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,539,261 | 12,620 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,350,413 | 12,534 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||