Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$266,957
-$3,565 QoQ
Shares Held
2,109
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,905
of 2,446 holders
Holding Since
Mar 2026
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 Jun 30, 2026CLEAR WAVE WEALTH MANAGEMENT LLC holds $723,361 across 2 Utilities - Regulated Electric names. DUK ranks #2 (36.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,200 | $456,404 | |
| 2 | DUK |
Duke Energy CORP
This page
|
2,109 | $266,957 |
All Filings in DUK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,957 | 2,109 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $270,522 | 2,066 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||