SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in DUK — Duke Energy CORP
CIK 1080576
JACKSON, TN
Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,895,535
+$32,259 QoQ
Shares Held
14,975
+5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#834
of 2,446 holders
Holding Since
Mar 2022
18 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, 2026SILVER OAK SECURITIES, INCORPORATED holds $9,027,901 across 10 Utilities - Regulated Electric names. DUK ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
27,591 | $2,421,662 | |
| 2 | DUK |
Duke Energy CORP
This page
|
14,975 | $1,895,535 | |
| 3 | SO |
Southern Co
|
14,652 | $1,402,342 | |
| 4 | AEP |
American Electric Power Co Inc
|
6,580 | $900,209 | |
| 5 | ES |
Eversource Energy
|
8,587 | $620,582 | |
| 6 | AEE |
Ameren Corp
|
5,181 | $585,660 | |
| 7 | ED |
Consolidated Edison Inc
|
3,716 | $411,101 | |
| 8 | LNT |
Alliant Energy Corp
|
4,542 | $346,509 |
All Filings in DUK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,895,535 | 14,975 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,863,276 | 14,230 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,773,270 | 15,129 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,788,063 | 14,449 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,478,186 | 12,527 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,540,359 | 12,629 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,281,459 | 11,894 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,396,167 | 12,109 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,328,949 | 13,259 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,386,531 | 14,337 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,346,527 | 13,876 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,020,726 | 11,565 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $1,042,868 | 11,621 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $873,246 | 9,052 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $865,424 | 8,403 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,075,776 | 11,565 | Shares | Sole | 2023-10-23 | |
| 2022-06-30 | $816,832 | 7,619 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $588,783 | 5,273 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||