Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,369,071
-$174,831 QoQ
Shares Held
18,716
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#753
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, 2026Forvis Mazars Wealth Advisors, LLC holds $17,960,934 across 14 Utilities - Regulated Electric names. DUK ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
47,273 | $3,836,676 | |
| 2 | DTE |
Dte Energy Co
|
18,929 | $2,884,211 | |
| 3 | DUK |
Duke Energy CORP
This page
|
18,716 | $2,369,071 | |
| 4 | NEE |
Nextera Energy Inc
|
20,669 | $1,814,118 | |
| 5 | XEL |
Xcel Energy Inc
|
15,717 | $1,262,075 | |
| 6 | ED |
Consolidated Edison Inc
|
10,794 | $1,194,140 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
8,939 | $1,043,807 | |
| 8 | EVRG |
Evergy, Inc.
|
8,200 | $708,726 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,369,071 | 18,716 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,543,902 | 19,428 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,182,919 | 18,624 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,380,455 | 19,236 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,258,048 | 19,136 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,357,070 | 19,325 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,329,231 | 21,619 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,555,970 | 22,168 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,158,553 | 21,536 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,095,222 | 21,665 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,133,327 | 21,984 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $2,269,605 | 25,715 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,052,084 | 22,867 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,192,859 | 22,731 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,038,378 | 19,792 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,879,562 | 20,206 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,237,472 | 20,870 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $584,986 | 5,239 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $386,976 | 3,689 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $338,930 | 3,473 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $278,982 | 2,826 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $401,661 | 4,161 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $512,095 | 5,593 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $363,715 | 4,107 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $325,152 | 4,070 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $338,482 | 4,185 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||