Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,333,520
-$73,299 QoQ
Shares Held
10,535
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#990
of 2,446 holders
Holding Since
Jun 2020
25 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, 2026Valmark Advisers, Inc. holds $10,882,960 across 10 Utilities - Regulated Electric names. DUK ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
36,179 | $3,175,430 | |
| 2 | D |
Dominion Energy, Inc
|
22,694 | $1,549,773 | |
| 3 | SO |
Southern Co
|
14,645 | $1,401,672 | |
| 4 | DUK |
Duke Energy CORP
This page
|
10,535 | $1,333,520 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
10,868 | $1,269,056 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,414 | $603,879 | |
| 7 | ES |
Eversource Energy
|
8,291 | $599,190 | |
| 8 | MGEE |
Mge Energy Inc
|
4,546 | $370,680 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,333,520 | 10,535 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,406,819 | 10,744 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,352,251 | 11,537 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,415,205 | 11,436 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,248,204 | 10,578 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,153,104 | 9,454 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,076,645 | 9,993 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,126,365 | 9,769 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $957,096 | 9,549 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $929,673 | 9,613 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $765,160 | 7,885 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $519,763 | 5,889 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $550,465 | 6,134 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $481,867 | 4,995 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $538,843 | 5,232 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $292,826 | 3,148 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $320,986 | 2,994 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $322,920 | 2,892 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $268,019 | 2,555 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $368,304 | 3,774 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $326,861 | 3,311 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $227,810 | 2,360 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $227,160 | 2,481 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $224,056 | 2,530 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $203,000 | 2,541 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||