Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$246,577
-$12,160 QoQ
Shares Held
1,948
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,955
of 2,446 holders
Holding Since
Mar 2022
17 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, 2026WORLD EQUITY GROUP, INC. holds $2,981,937 across 5 Utilities - Regulated Electric names. DUK ranks #5 (8.3% of the industry book) .
All Filings in DUK
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,577 | 1,948 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $258,737 | 1,976 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $270,872 | 2,311 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $349,098 | 2,821 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $392,114 | 3,323 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $466,047 | 3,821 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $348,969 | 3,239 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $423,842 | 3,676 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $418,961 | 4,180 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $427,651 | 4,422 | Shares | Sole | 2024-07-18 | |
| 2023-12-31 | $451,041 | 4,648 | Shares | Sole | 2024-07-22 | |
| 2023-09-30 | $491,872 | 5,573 | Shares | Sole | 2024-07-22 | |
| 2023-06-30 | $427,431 | 4,763 | Shares | Sole | 2024-08-26 | |
| 2022-12-31 | $507,122 | 4,924 | Shares | Sole | 2024-09-06 | |
| 2022-09-30 | $458,123 | 4,925 | Shares | Sole | 2024-09-06 | |
| 2022-06-30 | $560,922 | 5,232 | Shares | Sole | 2024-09-06 | |
| 2022-03-31 | $545,235 | 4,883 | Shares | Sole | 2024-09-06 | |
| No filing history on record for this holder in this stock. | ||||||