Position in DUK
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$1,037,306
+$82,162 QoQ
Shares Held
7,922
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Pathfinder Wealth Consulting, Inc. holds $2,289,988 across 4 Utilities - Regulated Electric names. DUK ranks #1 (45.3% of the industry book) .
All Filings in DUK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,037,306 | 7,922 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $955,144 | 8,149 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||