Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,126,308
-$142,631 QoQ
Shares Held
8,898
-8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,061
of 2,446 holders
Holding Since
Jun 2025
5 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, 2026BCS Private Wealth Management, Inc. holds $6,391,958 across 3 Utilities - Regulated Electric names. DUK ranks #3 (17.6% of the industry book) .
All Filings in DUK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,126,308 | 8,898 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,268,939 | 9,691 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,078,918 | 9,205 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,119,318 | 9,045 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,058,460 | 8,970 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||