Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$825,428
-$28,169 QoQ
Shares Held
6,521
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,189
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026Avantax Planning Partners, Inc. holds $10,133,480 across 9 Utilities - Regulated Electric names. DUK ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
33,431 | $3,199,681 | |
| 2 | LNT |
Alliant Energy Corp
|
28,389 | $2,165,796 | |
| 3 | NEE |
Nextera Energy Inc
|
18,988 | $1,666,576 | |
| 4 | DUK |
Duke Energy CORP
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|
6,521 | $825,428 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,667 | $661,735 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,031 | $551,481 | |
| 7 | ED |
Consolidated Edison Inc
|
4,890 | $540,980 | |
| 8 | XEL |
Xcel Energy Inc
|
3,276 | $263,062 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $825,428 | 6,521 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $853,597 | 6,519 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $904,157 | 7,714 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $993,465 | 8,028 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,003,236 | 8,502 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,057,723 | 8,672 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $965,781 | 8,964 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,069,638 | 9,277 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,650,888 | 16,471 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,920,738 | 30,201 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,112,463 | 21,769 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,047,455 | 23,198 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,008,381 | 22,380 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,222,861 | 23,042 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,355,175 | 22,868 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,653,953 | 28,531 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,015,281 | 28,125 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,991,818 | 26,794 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,774,919 | 26,453 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,446,483 | 25,069 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,304,223 | 23,341 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,998,557 | 20,704 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,342,196 | 25,581 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,611,811 | 29,492 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,391,107 | 29,930 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,636,445 | 20,233 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||