Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$241,134
-$16,555 QoQ
Shares Held
1,905
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,971
of 2,446 holders
Holding Since
Dec 2021
15 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, 2026FSB PREMIER WEALTH MANAGEMENT, INC. holds $2,144,344 across 7 Utilities - Regulated Electric names. DUK ranks #5 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
6,177 | $542,155 | |
| 2 | LNT |
Alliant Energy Corp
|
4,577 | $349,179 | |
| 3 | XEL |
Xcel Energy Inc
|
3,511 | $281,933 | |
| 4 | ED |
Consolidated Edison Inc
|
2,487 | $275,136 | |
| 5 | DUK |
Duke Energy CORP
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|
1,905 | $241,134 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,025 | $236,459 | |
| 7 | ETR |
Entergy Corp /De/
|
1,901 | $218,348 |
All Filings in DUK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,134 | 1,905 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $257,689 | 1,968 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $238,522 | 2,035 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $275,220 | 2,224 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $261,606 | 2,217 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $290,532 | 2,382 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $288,312 | 2,676 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $296,090 | 2,568 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $263,203 | 2,626 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $272,238 | 2,815 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $273,943 | 2,823 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $239,625 | 2,715 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $230,811 | 2,572 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $219,276 | 2,273 | Shares | Sole | 2023-05-04 | |
| 2021-12-31 | $63,779 | 608 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||