Position in DUK
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$561,508
+$110,289 QoQ
Shares Held
4,436
+28.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,403
of 2,440 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Meadowbrook Wealth Management, LLC holds $1,389,631 across 4 Utilities - Regulated Electric names. DUK ranks #1 (40.4% of the industry book) .
All Filings in DUK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,508 | 4,436 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $451,219 | 3,446 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $323,616 | 2,761 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $341,673 | 2,761 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||