Position in DUK
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,184,876
+$206,759 QoQ
Shares Held
9,049
+8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026Gibbs Wealth Management holds $5,016,845 across 6 Utilities - Regulated Electric names. DUK ranks #2 (23.6% of the industry book) .
All Filings in DUK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,184,876 | 9,049 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $978,117 | 8,345 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $1,301,602 | 10,518 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $1,491,874 | 12,643 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,480,837 | 12,141 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $1,148,292 | 10,658 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $1,024,786 | 8,888 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $771,670 | 7,699 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $574,554 | 5,941 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||