Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$930,995
-$28,926 QoQ
Shares Held
7,355
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,133
of 2,446 holders
Holding Since
Mar 2020
25 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, 2026Stockman Wealth Management, Inc. holds $1,537,397 across 2 Utilities - Regulated Electric names. DUK ranks #1 (60.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
7,355 | $930,995 | |
| 2 | NEE |
Nextera Energy Inc
|
6,909 | $606,402 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $930,995 | 7,355 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $959,921 | 7,331 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $798,682 | 6,454 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $757,442 | 6,419 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $796,586 | 6,531 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $693,091 | 6,433 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $686,150 | 5,951 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $596,969 | 5,956 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $572,136 | 5,916 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $572,536 | 5,900 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $533,355 | 6,043 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $589,322 | 6,567 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $642,200 | 6,657 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $710,528 | 6,899 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $641,744 | 6,899 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $746,181 | 6,960 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $770,342 | 6,899 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $723,705 | 6,899 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $655,804 | 6,720 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $663,398 | 6,720 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $648,681 | 6,720 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $606,493 | 6,624 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $586,621 | 6,624 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $529,191 | 6,624 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $481,802 | 5,957 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||