Position in DUK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$286,703
-$67,358 QoQ
Shares Held
2,265
-16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,850
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, 2026Meriwether Wealth & Planning, LLC holds $790,230 across 3 Utilities - Regulated Electric names. DUK ranks #1 (36.3% 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 | $286,703 | 2,265 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $354,061 | 2,704 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $325,140 | 2,774 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $399,093 | 3,225 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $392,822 | 3,329 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $458,485 | 3,759 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $392,281 | 3,641 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||