Position in DUK
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$224,954
+$24,174 QoQ
Shares Held
1,718
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Wilkins Miller Wealth Management, LLC holds $700,884 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
7,323 | $700,884 |
All Filings in DUK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,954 | 1,718 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $200,780 | 1,713 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $211,241 | 1,707 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $200,246 | 1,697 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $206,129 | 1,690 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||