Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$797,960
-$154,759 QoQ
Shares Held
6,304
-13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#1,210
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, 2026Zinnia Wealth Advisory, LLC holds $1,709,476 across 3 Utilities - Regulated Electric names. DUK ranks #1 (46.7% of the industry book) .
All Filings in DUK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $797,960 | 6,304 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $952,719 | 7,276 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $843,091 | 7,193 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||