Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$469,611
+$138,333 QoQ
Shares Held
3,710
+46.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,517
of 2,440 holders
Holding Since
Sep 2024
8 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, 2026LifePlan Investment Advisors, Inc. holds $1,773,378 across 3 Utilities - Regulated Electric names. DUK ranks #2 (26.5% 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 | $469,611 | 3,710 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $331,278 | 2,530 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $222,933 | 1,902 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $235,620 | 1,904 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $221,604 | 1,878 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $229,425 | 1,881 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $202,658 | 1,881 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $216,879 | 1,881 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||