Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,302,634
+$87,511 QoQ
Shares Held
10,291
+10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,002
of 2,446 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $32,343,748 across 16 Utilities - Regulated Electric names. DUK ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
153,160 | $17,313,206 | |
| 2 | EVRG |
Evergy, Inc.
|
45,710 | $3,950,715 | |
| 3 | NEE |
Nextera Energy Inc
|
41,739 | $3,663,432 | |
| 4 | CNP |
Centerpoint Energy Inc
|
33,033 | $1,454,773 | |
| 5 | DUK |
Duke Energy CORP
This page
|
10,291 | $1,302,634 | |
| 6 | SO |
Southern Co
|
8,353 | $799,465 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,547 | $647,723 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,538 | $620,843 |
All Filings in DUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,302,634 | 10,291 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,215,123 | 9,280 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,008,123 | 8,601 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,010,047 | 8,162 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $854,320 | 7,240 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $778,656 | 6,384 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $695,353 | 6,454 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $700,216 | 6,073 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $618,419 | 6,170 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $583,064 | 6,029 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $766,421 | 7,898 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $578,191 | 6,551 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $765,930 | 8,535 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $884,533 | 9,169 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $705,172 | 6,847 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $726,021 | 7,805 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $897,026 | 8,367 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $944,978 | 8,463 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $604,014 | 5,758 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $485,022 | 4,970 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $464,971 | 4,710 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $403,978 | 4,185 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $282,011 | 3,530 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||