Position in DUK
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$836,187
+$20,300 QoQ
Shares Held
6,606
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,184
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, 2026Grant Private Wealth Management Inc holds $1,534,885 across 3 Utilities - Regulated Electric names. DUK ranks #1 (54.5% 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 | $836,187 | 6,606 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $815,887 | 6,231 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $559,326 | 4,772 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $613,181 | 4,955 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,880,970 | 24,415 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $653,149 | 5,355 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $274,413 | 2,547 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||