Position in DUK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$294,804
-$7,012 QoQ
Shares Held
2,329
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,840
of 2,446 holders
Holding Since
Dec 2025
3 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, 2026Legacy Wealth Partners, LLC holds $294,804 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
|
2,329 | $294,804 |
All Filings in DUK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,804 | 2,329 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $301,816 | 2,305 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $276,263 | 2,357 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||