Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$339,487
-$19,681 QoQ
Shares Held
2,682
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.48%
of 13F equity value
Holder Rank
#1,738
of 2,446 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bestgate Wealth Advisors, LLC holds $623,774 across 2 Utilities - Regulated Electric names. DUK ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
2,682 | $339,487 | |
| 2 | NEE |
Nextera Energy Inc
|
3,239 | $284,287 |
All Filings in DUK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,487 | 2,682 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $359,168 | 2,743 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $352,919 | 3,011 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $376,200 | 3,040 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $377,364 | 3,198 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $390,060 | 3,198 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $347,030 | 3,221 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||