Position in DUK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,329,578
-$80,241 QoQ
Shares Held
18,404
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.21%
of 13F equity value
Holder Rank
#764
of 2,446 holders
Holding Since
Dec 2023
11 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, 2026Ledgewood Wealth Advisors, LLC holds $2,606,371 across 2 Utilities - Regulated Electric names. DUK ranks #1 (89.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
18,404 | $2,329,578 | |
| 2 | SO |
Southern Co
|
2,892 | $276,793 |
All Filings in DUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,329,578 | 18,404 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,409,819 | 18,404 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,157,132 | 18,404 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,277,495 | 18,404 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,171,672 | 18,404 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,244,735 | 18,404 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,982,846 | 18,404 | Shares | Sole | 2025-04-10 | |
| 2024-09-30 | $2,121,981 | 18,404 | Shares | Sole | 2025-04-15 | |
| 2024-06-30 | $1,744,402 | 17,404 | Shares | Sole | 2025-04-15 | |
| 2024-03-31 | $1,683,140 | 17,404 | Shares | Sole | 2025-04-15 | |
| 2023-12-31 | $1,688,884 | 17,404 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||