Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$250,375
+$5,256 QoQ
Shares Held
1,978
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,948
of 2,446 holders
Holding Since
Jun 2020
11 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, 2026Financial Engines Advisors L.L.C. holds $3,912,287 across 7 Utilities - Regulated Electric names. DUK ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,376 | $1,349,551 | |
| 2 | ED |
Consolidated Edison Inc
|
7,669 | $848,421 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,309 | $452,704 | |
| 4 | ES |
Eversource Energy
|
5,849 | $422,707 | |
| 5 | EXC |
Exelon Corp
|
7,781 | $362,750 | |
| 6 | DUK |
Duke Energy CORP
This page
|
1,978 | $250,375 | |
| 7 | SO |
Southern Co
|
2,359 | $225,779 |
All Filings in DUK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,375 | 1,978 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $245,119 | 1,872 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $255,667 | 2,066 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $215,704 | 1,828 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $324,512 | 3,012 | Shares | Sole | 2025-02-12 | |
| 2023-09-30 | $267,163 | 3,027 | Shares | Sole | 2023-11-13 | |
| 2021-06-30 | $240,876 | 2,440 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $728,704 | 7,549 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $675,071 | 7,373 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $692,716 | 7,822 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $600,852 | 7,521 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||