NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in DUK — Duke Energy CORP
CIK 1109767
CEDAR RAPIDS, IA
Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$819,985
-$41,076 QoQ
Shares Held
6,478
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,187
of 2,440 holders
Holding Since
Jun 2021
21 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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $17,568,328 across 11 Utilities - Regulated Electric names. DUK ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
50,755 | $4,454,766 | |
| 2 | AEP |
American Electric Power Co Inc
|
30,067 | $4,113,466 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
32,552 | $3,483,064 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
14,585 | $1,703,090 | |
| 5 | SO |
Southern Co
|
13,080 | $1,251,886 | |
| 6 | DUK |
Duke Energy CORP
This page
|
6,478 | $819,985 | |
| 7 | D |
Dominion Energy, Inc
|
8,396 | $573,362 | |
| 8 | LNT |
Alliant Energy Corp
|
5,881 | $448,661 |
All Filings in DUK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,985 | 6,478 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $861,061 | 6,576 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $687,788 | 5,868 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $731,486 | 5,911 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $688,294 | 5,833 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $674,372 | 5,529 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $607,114 | 5,635 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $668,278 | 5,796 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $420,364 | 4,194 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $403,280 | 4,170 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $447,354 | 4,610 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $364,425 | 4,129 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $322,166 | 3,590 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $346,230 | 3,589 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $340,587 | 3,307 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $231,061 | 2,484 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $294,934 | 2,751 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $312,536 | 2,799 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $265,292 | 2,529 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $213,429 | 2,187 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $206,522 | 2,092 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||