Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$829,605
-$44,157 QoQ
Shares Held
6,554
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#1,187
of 2,446 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, 2026Challenger Wealth Management holds $1,100,100 across 2 Utilities - Regulated Electric names. DUK ranks #1 (75.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
6,554 | $829,605 | |
| 2 | ETR |
Entergy Corp /De/
|
2,355 | $270,495 |
All Filings in DUK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $829,605 | 6,554 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $873,762 | 6,673 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $790,581 | 6,745 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $832,218 | 6,725 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,166,666 | 9,887 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,200,550 | 9,843 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,162,191 | 10,787 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||