Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,619
-$1,020 QoQ
Shares Held
234
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,289
of 2,443 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, 2026Wellington Grp LLC holds $270,841 across 3 Utilities - Regulated Electric names. DUK ranks #2 (10.9% of the industry book) .
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,619 | 234 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,639 | 234 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $29,536 | 252 | Shares | Sole | 2026-05-22 | |
| No filing history on record for this holder in this stock. | ||||||