Position in DUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$481,636
+$1,087 QoQ
Shares Held
3,805
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,505
of 2,440 holders
Holding Since
Sep 2024
8 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, 2026MINDSET WEALTH MANAGEMENT, LLC holds $2,153,074 across 6 Utilities - Regulated Electric names. DUK ranks #2 (22.4% 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 | $481,636 | 3,805 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $480,549 | 3,670 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $418,439 | 3,570 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $414,562 | 3,350 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $418,900 | 3,550 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $402,501 | 3,300 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $247,802 | 2,300 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $230,600 | 2,000 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||