Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$514,547
+$150,927 QoQ
Shares Held
4,065
+46.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,459
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, 2026BXM Wealth LLC holds $729,894 across 2 Utilities - Regulated Electric names. DUK ranks #1 (70.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
4,065 | $514,547 | |
| 2 | SO |
Southern Co
|
2,250 | $215,347 |
All Filings in DUK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,547 | 4,065 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $363,620 | 2,777 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $734,086 | 6,263 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $503,043 | 4,065 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $327,686 | 2,777 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $435,554 | 3,571 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $386,571 | 3,588 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||