Position in DUK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,018,715
-$35,090 QoQ
Shares Held
8,048
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,092
of 2,440 holders
Holding Since
Mar 2020
25 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, 2026ALBION FINANCIAL GROUP /UT holds $24,463,174 across 13 Utilities - Regulated Electric names. DUK ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
64,349 | $7,514,032 | |
| 2 | SO |
Southern Co
|
76,979 | $7,367,660 | |
| 3 | ED |
Consolidated Edison Inc
|
43,825 | $4,848,359 | |
| 4 | AEP |
American Electric Power Co Inc
|
10,215 | $1,397,514 | |
| 5 | EVRG |
Evergy, Inc.
|
13,683 | $1,182,621 | |
| 6 | DUK |
Duke Energy CORP
This page
|
8,048 | $1,018,715 | |
| 7 | NEE |
Nextera Energy Inc
|
11,595 | $1,017,693 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
762 | $61,843 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,018,715 | 8,048 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,053,805 | 8,048 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $830,315 | 7,084 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $879,120 | 7,104 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $831,428 | 7,046 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $859,400 | 7,046 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $901,676 | 8,369 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $812,403 | 7,046 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $706,220 | 7,046 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $807,431 | 8,349 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $683,743 | 7,046 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $621,879 | 7,046 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $632,308 | 7,046 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $679,727 | 7,046 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $725,667 | 7,046 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $655,418 | 7,046 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $755,401 | 7,046 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $793,679 | 7,108 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $994,766 | 9,483 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $989,367 | 10,138 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,000,823 | 10,138 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $1,077,386 | 11,767 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $1,042,085 | 11,767 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $900,120 | 11,267 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $846,570 | 10,467 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||