Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$864,541
-$32,659 QoQ
Shares Held
6,830
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,170
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, 2026GW HENSSLER & ASSOCIATES LTD holds $174,003,988 across 11 Utilities - Regulated Electric names. DUK ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
301,784 | $41,287,069 | |
| 2 | EVRG |
Evergy, Inc.
|
383,867 | $33,177,624 | |
| 3 | SO |
Southern Co
|
343,576 | $32,883,658 | |
| 4 | D |
Dominion Energy, Inc
|
341,049 | $23,290,236 | |
| 5 | ETR |
Entergy Corp /De/
|
201,616 | $23,157,613 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
225,007 | $18,261,568 | |
| 7 | DUK |
Duke Energy CORP
This page
|
6,830 | $864,541 | |
| 8 | NEE |
Nextera Energy Inc
|
3,584 | $314,567 |
All Filings in DUK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $864,541 | 6,830 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $897,200 | 6,852 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $805,349 | 6,871 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $859,938 | 6,949 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $1,083,594 | 9,183 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,008,813 | 8,271 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $208,800 | 1,938 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $223,451 | 1,938 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||