Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,255,402
-$272,918 QoQ
Shares Held
17,818
-7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#772
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, 2026WEDBUSH SECURITIES INC holds $31,098,962 across 24 Utilities - Regulated Electric names. DUK ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
78,103 | $6,855,100 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
29,121 | $3,400,459 | |
| 3 | AEP |
American Electric Power Co Inc
|
21,469 | $2,937,173 | |
| 4 | SO |
Southern Co
|
24,215 | $2,317,617 | |
| 5 | XEL |
Xcel Energy Inc
|
28,492 | $2,287,907 | |
| 6 | DUK |
Duke Energy CORP
This page
|
17,818 | $2,255,402 | |
| 7 | CMS |
Cms Energy Corp
|
21,130 | $1,616,445 | |
| 8 | AEE |
Ameren Corp
|
11,526 | $1,302,899 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,255,402 | 17,818 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,528,320 | 19,309 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,380,769 | 20,312 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,493,438 | 20,149 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,242,354 | 19,003 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,101,665 | 17,231 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,825,115 | 16,940 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,809,748 | 15,696 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,996,180 | 19,916 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,920,854 | 19,862 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,747,593 | 18,009 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,591,680 | 18,034 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,636,319 | 18,234 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,740,704 | 18,044 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,839,916 | 17,865 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,617,617 | 17,390 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,982,205 | 18,489 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,973,590 | 17,675 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $1,808,371 | 17,239 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,940,772 | 19,887 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,952,582 | 19,779 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,913,128 | 19,819 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,482,631 | 16,193 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,357,359 | 15,327 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,234,060 | 15,447 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,311,145 | 16,211 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||