Position in DUK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$269,362
-$34,811 QoQ
Shares Held
2,128
-8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,898
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, 2026Balance Wealth, LLC holds $269,362 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
2,128 | $269,362 |
All Filings in DUK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,362 | 2,128 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $304,173 | 2,323 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $247,781 | 2,114 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $255,543 | 2,065 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $219,244 | 1,858 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $226,742 | 1,859 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||