Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$8,710,602
-$1,179,558 QoQ
Shares Held
68,815
-8.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#349
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Linscomb Wealth, Inc. holds $18,421,479 across 6 Utilities - Regulated Electric names. DUK ranks #1 (47.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
68,815 | $8,710,602 | |
| 2 | NEE |
Nextera Energy Inc
|
89,326 | $7,840,143 | |
| 3 | CNP |
Centerpoint Energy Inc
|
16,475 | $725,559 | |
| 4 | SO |
Southern Co
|
5,762 | $551,481 | |
| 5 | D |
Dominion Energy, Inc
|
5,288 | $361,117 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,700 | $232,577 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,710,602 | 68,815 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $9,890,160 | 75,532 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $10,795,861 | 92,107 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,314,091 | 91,427 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $10,623,304 | 90,028 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,968,884 | 89,931 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,579,271 | 88,911 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $9,975,871 | 86,521 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $8,722,716 | 87,027 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $8,331,276 | 86,147 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,538,743 | 87,992 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,890,532 | 89,401 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $8,469,930 | 94,383 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,438,238 | 97,836 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,428,046 | 101,253 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,830,853 | 94,935 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $10,077,847 | 94,001 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $11,037,591 | 98,850 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $9,924,589 | 94,610 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $9,081,920 | 93,062 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $8,867,820 | 89,828 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,382,665 | 86,840 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $7,680,419 | 83,884 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $7,609,783 | 85,928 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,657,872 | 83,338 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,785,993 | 71,538 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||