Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$260,881
-$40,804 QoQ
Shares Held
2,061
-10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,912
of 2,440 holders
Holding Since
Jun 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 Jun 30, 2026Peak Planning Group, LLC holds $260,881 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
2,061 | $260,881 |
All Filings in DUK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,881 | 2,061 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $301,685 | 2,304 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $277,787 | 2,370 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $306,157 | 2,474 | Shares | Sole | 2026-05-26 | |
| 2025-06-30 | $350,342 | 2,969 | Shares | Sole | 2026-06-24 | |
| 2025-03-31 | $272,602 | 2,235 | Shares | Sole | 2026-06-24 | |
| 2024-12-31 | $220,112 | 2,043 | Shares | Sole | 2026-05-26 | |
| 2024-09-30 | $240,746 | 2,088 | Shares | Sole | 2026-06-24 | |
| 2024-06-30 | $212,086 | 2,116 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||