Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,109,600
-$46,731 QoQ
Shares Held
8,766
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,070
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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $4,788,453 across 18 Utilities - Regulated Electric names. DUK ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
25,859 | $2,269,644 | |
| 2 | DUK |
Duke Energy CORP
This page
|
8,766 | $1,109,600 | |
| 3 | D |
Dominion Energy, Inc
|
7,153 | $488,478 | |
| 4 | CNP |
Centerpoint Energy Inc
|
5,639 | $248,341 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,128 | $131,716 | |
| 6 | AEP |
American Electric Power Co Inc
|
737 | $100,828 | |
| 7 | PCG |
PG&E Corp
|
5,170 | $86,959 | |
| 8 | ED |
Consolidated Edison Inc
|
581 | $64,276 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,109,600 | 8,766 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,156,331 | 8,831 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,073,643 | 9,160 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,269,551 | 10,259 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,275,698 | 10,811 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,426,927 | 11,699 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,284,153 | 11,919 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,253,541 | 10,872 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,109,445 | 11,069 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,079,670 | 11,164 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,083,839 | 11,169 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,166,091 | 13,212 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,240,924 | 13,828 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,301,187 | 13,488 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,435,886 | 13,942 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,185,446 | 12,744 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,365,212 | 12,734 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,542,136 | 13,811 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,785,502 | 17,021 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,664,104 | 17,052 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,735,695 | 17,582 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,704,430 | 17,657 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,645,791 | 17,975 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,670,861 | 18,867 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,165,754 | 14,592 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,104,012 | 13,650 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||