Position in DUK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,430
-$21 QoQ
Shares Held
35
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,416
of 2,446 holders
Holding Since
Mar 2020
18 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, 2026WestEnd Advisors, LLC holds $51,083 across 23 Utilities - Regulated Electric names. DUK ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
95 | $8,338 | |
| 2 | SO |
Southern Co
|
52 | $4,976 | |
| 3 | DUK |
Duke Energy CORP
This page
|
35 | $4,430 | |
| 4 | AEP |
American Electric Power Co Inc
|
25 | $3,420 | |
| 5 | D |
Dominion Energy, Inc
|
41 | $2,799 | |
| 6 | ETR |
Entergy Corp /De/
|
21 | $2,412 | |
| 7 | XEL |
Xcel Energy Inc
|
29 | $2,328 | |
| 8 | EXC |
Exelon Corp
|
47 | $2,191 |
All Filings in DUK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,430 | 35 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,451 | 34 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $10,431 | 89 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $11,137 | 90 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,490 | 55 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $25,857 | 212 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $455,416 | 4,227 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $45,230,691 | 392,287 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $39,074,064 | 389,844 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $36,150,971 | 373,808 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $33,733,335 | 347,623 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $32,879,497 | 372,530 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $28,874,383 | 321,756 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $33,338,970 | 345,589 | Principal | Other | 2023-04-28 | |
| 2022-12-31 | $29,754,222 | 288,904 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $29,340,275 | 315,419 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $857 | 8 | Shares | Sole | 2022-07-28 | |
| 2020-03-31 | $19,087 | 236 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||