Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$358,854
-$11,575 QoQ
Shares Held
2,835
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,691
of 2,440 holders
Holding Since
Dec 2021
10 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, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $4,450,455 across 6 Utilities - Regulated Electric names. DUK ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,496 | $1,447,853 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,833 | $1,208,442 | |
| 3 | AEE |
Ameren Corp
|
6,769 | $765,167 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
5,413 | $439,319 | |
| 5 | DUK |
Duke Energy CORP
This page
|
2,835 | $358,854 | |
| 6 | D |
Dominion Energy, Inc
|
3,380 | $230,820 |
All Filings in DUK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,854 | 2,835 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $370,429 | 2,829 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $232,661 | 1,985 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $248,737 | 2,010 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $203,933 | 1,672 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $239,593 | 2,078 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $288,862 | 2,882 | Shares | Sole | 2024-08-14 | |
| 2022-06-30 | $218,065 | 2,034 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $215,838 | 1,933 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $202,771 | 1,933 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||