Position in DUK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$317,589
-$23,247 QoQ
Shares Held
2,509
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,790
of 2,446 holders
Holding Since
Mar 2025
6 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, 2026Good Steward Wealth Advisors,LLC holds $2,720,611 across 4 Utilities - Regulated Electric names. DUK ranks #3 (11.7% of the industry book) .
All Filings in DUK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,589 | 2,509 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $340,836 | 2,603 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $345,652 | 2,949 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $438,075 | 3,540 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $558,966 | 4,737 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $859,034 | 7,043 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||