Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$347,841
-$81,904 QoQ
Shares Held
2,748
-16.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,714
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, 2026Wealthcare Capital Partners, LLC holds $1,093,770 across 3 Utilities - Regulated Electric names. DUK ranks #2 (31.8% 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 | $347,841 | 2,748 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $429,745 | 3,282 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $333,931 | 2,849 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $350,088 | 2,829 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $332,996 | 2,822 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $342,979 | 2,812 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $296,069 | 2,748 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||