Wealth Dimensions Group, Ltd. DUK — DUKE ENERGY CORP NEW

Ownership history in Wealth Dimensions Group, Ltd.  ·  21 quarters on record

AI Ownership Summary

Wealth Dimensions Group, Ltd. reported DUKE ENERGY CORP NEW (DUK) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.44% in 2023 Q4. The latest visible filing shows DUK at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DUK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealth Dimensions Group, Ltd.'s position in DUKE ENERGY CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DUK was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DUK stock page Wealth Dimensions Group, Ltd. fund profile Wealth Dimensions Group, Ltd. full holdings
How Wealth Dimensions Group, Ltd. held DUK — position size vs. price
% of Fund (quarterly)    DUK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 13,736 -342 -2.4% 0.32% $1.6M 2026-02-14 (Est.) $128.20
2025 Q3 REDUCED — — — 14,078 -311 -2.2% 0.36% $1.7M 2025-10-30 $123.08
2025 Q2 REDUCED — — — 14,389 -68 -0.5% 0.37% $1.7M 2025-08-12 $121.31
2025 Q1 REDUCED — — — 14,457 -56 -0.4% 0.42% $1.8M 2025-05-05 $116.62
2024 Q4 ADDED — — — 14,513 +53 +0.4% 0.38% $1.6M 2025-02-13 $109.04
2024 Q3 REDUCED — — — 14,460 -99 -0.7% 0.42% $1.7M 2024-11-12 $106.05
2024 Q2 ADDED — — — 14,559 +197 +1.4% 0.42% $1.5M 2024-08-09 $105.81
2024 Q1 ADDED — — — 14,362 +136 +1.0% 0.41% $1.4M 2024-05-09 $95.79
2023 Q4 REDUCED — — — 14,226 -296 -2.0% 0.44% $1.4M 2024-02-09 $84.30
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DUK

As of 2026 Q1 — sorted by position size

Canal Insurance CO 3Y 7Y 4.22% PURSUIT WEALTH STRATEGIES, LLC 3.48% Eliot Finkel Investment Counsel, LLC 3Y 7Y 3.39% Constitution Capital LLC 3Y 3.32% LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 3.29% HFR Wealth Management, LLC 3Y 3.14% Wealth Group, Ltd. 3.12% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.8% Slocum, Gordon & Co LLP 2.66% Aull & Monroe Investment Management Corp 3Y 7Y 2.44%

FAQ About Wealth Dimensions Group, Ltd. and DUK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealth Dimensions Group, Ltd. reported owning DUK?

Wealth Dimensions Group, Ltd. reported DUK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DUK position in Wealth Dimensions Group, Ltd.'s portfolio?

The largest reported portfolio weight for DUK was 0.44% in 2023 Q4.

What is the latest reported DUK position on this page?

The most recent filing on this page is 2025 Q4, when Wealth Dimensions Group, Ltd. reported 13,736 shares, equal to 0.32% of portfolio, with an estimated market value of $1.6M.

What does the chart on this DUK ownership page compare?

The chart compares Wealth Dimensions Group, Ltd.'s quarterly DUK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wealth Dimensions Group, Ltd. time their DUK position?

Based on 13F filing dates vs. subsequent DUK price moves, Wealth Dimensions Group, Ltd. correctly timed 10 out of 20 reported position changes (50%). The annualised alpha on DUK relative to SPY over the holding period was -1.3%.

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