Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$5,188,387
+$285,470 QoQ
Shares Held
40,989
+9.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.80%
of 13F equity value
Holder Rank
#501
of 2,440 holders
Holding Since
Mar 2026
2 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, 2026Vertrix Wealth Management, LLC holds $5,188,387 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
|
40,989 | $5,188,387 |
All Filings in DUK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,188,387 | 40,989 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,902,917 | 37,444 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||