DUKE ENERGY CORP · CUSIP 26441C204 · CIK 2013988
As of 2026-06-30, Wealth Group, Ltd. reported 40.92K DUK (shares), valued at $5.18M, or 1.29% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares increased 60.04%; reported value increased 54.72%, and weight changed -1.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.29% | 40,921 | SEC filing ↗Filed Jul 21, 2026 |
| Q1 2026 | 3.12% | 25,569 | SEC filing ↗Filed Apr 14, 2026 |
| Q4 2025 | 2.71% | 23,736 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | Not reported | Not reported | No filing this quarter |
| Q2 2025 | 2.80% | 23,942 | SEC filing ↗Filed Aug 19, 2025Combination report |
| Q1 2025 | 2.12% | 26,782 | SEC filing ↗Filed May 7, 2025Combination report |
| Q4 2024 | 1.59% | 22,861 | SEC filing ↗Filed Feb 6, 2025Combination report |
| Q3 2024 | 1.77% | 22,890 | SEC filing ↗Filed Oct 31, 2024AmendedCombination report |
| Q2 2024 | 1.63% | 22,685 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 1.66% | 22,762 | SEC filing ↗Filed May 10, 2024 |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | 1.66% | 22,762 | $2.20M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 10, 2024 |
| Q2 2024 | 1.63% | 22,685 | $2.27M | Shares decreased 0.34%; reported value increased 3.32%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 1.77% | 22,890 | $2.64M | Shares increased 0.90%; reported value increased 16.05%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2024 |
| Q4 2024 | 1.59% | 22,861 | $2.46M | Shares decreased 0.13%; reported value decreased 6.67%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 2.12% | 26,782 | $3.27M | Shares increased 17.15%; reported value increased 32.64%, and weight changed +0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 2.80% | 23,942 | $2.83M | Shares decreased 10.60%; reported value decreased 13.53%, and weight changed +0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 19, 2025 |
| Q3 2025 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2025 | 2.71% | 23,736 | $2.78M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 3.12% | 25,569 | $3.35M | Shares increased 7.72%; reported value increased 20.35%, and weight changed +0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2026 |
| Q2 2026 | 1.29% | 40,921 | $5.18M | Shares increased 60.04%; reported value increased 54.72%, and weight changed -1.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.