Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$868,845
-$39,616 QoQ
Shares Held
6,864
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#1,169
of 2,452 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, 2026Clarion Wealth Managment Partners, LLC holds $1,780,243 across 2 Utilities - Regulated Electric names. DUK ranks #2 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
13,346 | $911,398 | |
| 2 | DUK |
Duke Energy CORP
This page
|
6,864 | $868,845 |
All Filings in DUK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $868,845 | 6,864 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $908,461 | 6,938 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $756,590 | 6,455 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $769,601 | 6,219 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $719,800 | 6,100 | Shares | Sole | 2025-08-21 | |
| No filing history on record for this holder in this stock. | ||||||