Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,967,179
-$35,024 QoQ
Shares Held
15,541
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.58%
of 13F equity value
Holder Rank
#824
of 2,446 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, 2026Center for Wealth Management Advisory holds $1,967,179 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
|
15,541 | $1,967,179 |
All Filings in DUK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,967,179 | 15,541 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,002,203 | 15,291 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,774,090 | 15,136 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||