Position in DUK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$170,629
-$5,878 QoQ
Shares Held
1,348
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,126
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026ATWOOD & PALMER INC holds $2,038,603 across 10 Utilities - Regulated Electric names. DUK ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,596 | $842,240 | |
| 2 | AEP |
American Electric Power Co Inc
|
5,500 | $752,455 | |
| 3 | DUK |
Duke Energy CORP
This page
|
1,348 | $170,629 | |
| 4 | EVRG |
Evergy, Inc.
|
1,266 | $109,420 | |
| 5 | D |
Dominion Energy, Inc
|
1,000 | $68,290 | |
| 6 | ETR |
Entergy Corp /De/
|
330 | $37,903 | |
| 7 | ED |
Consolidated Edison Inc
|
232 | $25,666 | |
| 8 | CNP |
Centerpoint Energy Inc
|
400 | $17,616 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,629 | 1,348 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $176,507 | 1,348 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $157,999 | 1,348 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $166,815 | 1,348 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $221,604 | 1,878 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $229,059 | 1,878 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $145,233 | 1,348 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $155,424 | 1,348 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $135,110 | 1,348 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $130,365 | 1,348 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $133,915 | 1,380 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $121,798 | 1,380 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $123,841 | 1,380 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $133,128 | 1,380 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $142,126 | 1,380 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $128,367 | 1,380 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $147,949 | 1,380 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $157,775 | 1,413 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $148,223 | 1,413 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $134,771 | 1,381 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $136,332 | 1,381 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $149,524 | 1,549 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $123,422 | 1,348 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $119,378 | 1,348 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $107,691 | 1,348 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $109,026 | 1,348 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||