Position in DUK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$155,946
-$78,043 QoQ
Shares Held
1,232
-31.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,141
of 2,446 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Family Legacy Financial Solutions, LLC holds $533,184 across 3 Utilities - Regulated Electric names. DUK ranks #3 (29.2% 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 | $155,946 | 1,232 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $233,989 | 1,787 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $287,984 | 2,457 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $309,746 | 2,503 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $300,192 | 2,544 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||