Position in DUK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$341,639
-$10,720 QoQ
Shares Held
2,699
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,733
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, 2026SpringVest Wealth Management LLC holds $7,139,317 across 2 Utilities - Regulated Electric names. DUK ranks #2 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
49,687 | $6,797,678 | |
| 2 | DUK |
Duke Energy CORP
This page
|
2,699 | $341,639 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,639 | 2,699 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $352,359 | 2,691 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $314,240 | 2,681 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $330,907 | 2,674 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $317,302 | 2,689 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $355,420 | 2,914 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $325,267 | 3,019 | Shares | Sole | 2025-03-10 | |
| No filing history on record for this holder in this stock. | ||||||