Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$208,097
-$15,286 QoQ
Shares Held
1,644
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#2,072
of 2,440 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, 2026SPWM Advisors LLC holds $208,097 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
|
1,644 | $208,097 |
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,097 | 1,644 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $223,383 | 1,706 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $227,973 | 1,945 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||