Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$210,629
-$25,063 QoQ
Shares Held
1,664
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#2,065
of 2,446 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Smith Partners Wealth Management, LLC holds $210,629 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
|
1,664 | $210,629 |
All Filings in DUK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,629 | 1,664 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $235,692 | 1,800 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $259,385 | 2,213 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||