Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,087,069
-$40,717 QoQ
Shares Held
8,588
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,074
of 2,446 holders
Holding Since
Dec 2025
3 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, 2026CURA WEALTH ADVISORS, LLC holds $1,696,836 across 3 Utilities - Regulated Electric names. DUK ranks #1 (64.1% of the industry book) .
All Filings in DUK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,087,069 | 8,588 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,127,786 | 8,613 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,001,559 | 8,545 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||