Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$953,273
+$5,006 QoQ
Shares Held
7,531
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,124
of 2,446 holders
Holding Since
Jun 2025
5 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, 2026HORAN Wealth, LLC holds $6,071,312 across 3 Utilities - Regulated Electric names. DUK ranks #2 (15.7% of the industry book) .
All Filings in DUK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $953,273 | 7,531 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $948,267 | 7,242 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $852,351 | 7,272 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $916,245 | 7,404 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $281,902 | 2,389 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||