Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$312,146
-$2,110 QoQ
Shares Held
2,466
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,799
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026Apriem Advisors holds $1,726,108 across 2 Utilities - Regulated Electric names. DUK ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
12,781 | $1,413,962 | |
| 2 | DUK |
Duke Energy CORP
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|
2,466 | $312,146 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,146 | 2,466 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $314,256 | 2,400 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $281,304 | 2,400 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $298,980 | 2,416 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $283,200 | 2,400 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $292,728 | 2,400 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $258,576 | 2,400 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $276,720 | 2,400 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $240,552 | 2,400 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $232,104 | 2,400 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $324,889 | 3,348 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $318,795 | 3,612 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $340,832 | 3,798 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $347,099 | 3,598 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $355,315 | 3,450 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $320,919 | 3,450 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $369,874 | 3,450 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $385,227 | 3,450 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $344,386 | 3,283 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $314,239 | 3,220 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $317,878 | 3,220 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $305,517 | 3,165 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $298,943 | 3,265 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $281,178 | 3,175 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $250,055 | 3,130 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $248,706 | 3,075 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||