Position in DUK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$314,677
-$9,006 QoQ
Shares Held
2,486
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,789
of 2,440 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, 2026FOUNDERS GROVE WEALTH PARTNERS, LLC holds $788,015 across 3 Utilities - Regulated Electric names. DUK ranks #1 (39.9% 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 | $314,677 | 2,486 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $323,683 | 2,472 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $244,500 | 2,086 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $247,005 | 1,996 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $219,480 | 1,860 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $248,940 | 2,041 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $219,897 | 2,041 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||