Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$592,141
+$251,174 QoQ
Shares Held
4,678
+79.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,379
of 2,446 holders
Holding Since
Sep 2024
8 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, 2026UNIVEST FINANCIAL Corp holds $36,766,118 across 11 Utilities - Regulated Electric names. DUK ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
344,774 | $30,260,813 | |
| 2 | ETR |
Entergy Corp /De/
|
14,548 | $1,670,983 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
13,746 | $1,605,119 | |
| 4 | PPL |
PPL Corp
|
19,529 | $709,878 | |
| 5 | DUK |
Duke Energy CORP
This page
|
4,678 | $592,141 | |
| 6 | SO |
Southern Co
|
6,174 | $590,913 | |
| 7 | EXC |
Exelon Corp
|
9,283 | $432,772 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
3,099 | $251,514 |
All Filings in DUK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,141 | 4,678 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $340,967 | 2,604 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $304,980 | 2,602 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $321,007 | 2,594 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $340,194 | 2,883 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $378,716 | 3,105 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $362,437 | 3,364 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $387,869 | 3,364 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||