Position in DUK
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$210,682
-$68,277 QoQ
Shares Held
1,609
-32.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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, 2026Brookwood Investment Group LLC holds $1,220,937 across 3 Utilities - Regulated Electric names.
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,682 | 1,609 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $278,959 | 2,380 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $201,982 | 1,656 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||