Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$762,391
-$25,867 QoQ
Shares Held
6,023
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,237
of 2,446 holders
Holding Since
Dec 2024
7 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, 2026NWF Advisory Services Inc. holds $3,147,735 across 3 Utilities - Regulated Electric names. DUK ranks #2 (24.2% of the industry book) .
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $762,391 | 6,023 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $788,258 | 6,020 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $688,491 | 5,874 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $742,005 | 5,996 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $740,214 | 6,273 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $791,829 | 6,492 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $642,884 | 5,967 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||