Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$305,057
-$20,852 QoQ
Shares Held
2,410
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,823
of 2,446 holders
Holding Since
Dec 2025
3 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, 2026Coquina Private Wealth LLC holds $1,405,517 across 2 Utilities - Regulated Electric names. DUK ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,538 | $1,100,460 | |
| 2 | DUK |
Duke Energy CORP
This page
|
2,410 | $305,057 |
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,057 | 2,410 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $325,909 | 2,489 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $312,130 | 2,663 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||