Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$275,564
New position
Shares Held
2,177
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#1,880
of 2,446 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fiscal Wisdom Wealth Management, LLC holds $275,564 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
2,177 | $275,564 |
All Filings in DUK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,564 | 2,177 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||