Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$688,848
+$126,592 QoQ
Shares Held
5,442
+26.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,295
of 2,440 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kassira Wealth Management LLC holds $3,438,681 across 2 Utilities - Regulated Electric names. DUK ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
40,267 | $2,749,833 | |
| 2 | DUK |
Duke Energy CORP
This page
|
5,442 | $688,848 |
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,848 | 5,442 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $562,256 | 4,294 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $204,648 | 1,746 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||