Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$419,359
+$152,111 QoQ
Shares Held
3,313
+62.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,599
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, 2026Ponta Wealth Partners, LLC holds $905,092 across 3 Utilities - Regulated Electric names. DUK ranks #1 (46.3% of the industry book) .
All Filings in DUK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,359 | 3,313 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $267,248 | 2,041 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $239,342 | 2,042 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||