Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$52,024
-$51,680 QoQ
Shares Held
411
-48.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,234
of 2,440 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, 2026Plante Moran Financial Advisors, LLC holds $3,946,455 across 23 Utilities - Regulated Electric names. DUK ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
11,882 | $1,810,460 | |
| 2 | CMS |
Cms Energy Corp
|
7,156 | $547,434 | |
| 3 | NEE |
Nextera Energy Inc
|
4,895 | $429,634 | |
| 4 | SO |
Southern Co
|
3,672 | $351,447 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,721 | $235,450 | |
| 6 | EXC |
Exelon Corp
|
3,842 | $179,114 | |
| 7 | IDA |
Idacorp Inc
|
983 | $148,727 | |
| 8 | DUK |
Duke Energy CORP
This page
|
411 | $52,024 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,024 | 411 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $103,704 | 792 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $118,850 | 1,014 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $117,562 | 950 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $102,542 | 869 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $105,991 | 869 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $165,488 | 1,536 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $141,011 | 1,223 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $111,756 | 1,115 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $95,936 | 992 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $80,931 | 834 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $104,058 | 1,179 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $105,803 | 1,179 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $127,822 | 1,325 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $136,049 | 1,321 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $122,600 | 1,318 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $147,949 | 1,380 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $146,497 | 1,312 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $166,371 | 1,586 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $116,912 | 1,198 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $134,061 | 1,358 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $138,520 | 1,435 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $130,289 | 1,423 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $194,212 | 2,193 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $231,201 | 2,894 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $235,846 | 2,916 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||