Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,792,119
-$93,417 QoQ
Shares Held
14,158
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#856
of 2,446 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, 2026WealthTrust Axiom LLC holds $17,734,151 across 14 Utilities - Regulated Electric names. DUK ranks #6 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
26,763 | $2,960,790 | |
| 2 | NEE |
Nextera Energy Inc
|
29,694 | $2,606,242 | |
| 3 | EVRG |
Evergy, Inc.
|
28,516 | $2,464,637 | |
| 4 | EXC |
Exelon Corp
|
47,558 | $2,217,153 | |
| 5 | CMS |
Cms Energy Corp
|
26,400 | $2,019,600 | |
| 6 | DUK |
Duke Energy CORP
This page
|
14,158 | $1,792,119 | |
| 7 | XEL |
Xcel Energy Inc
|
13,151 | $1,056,025 | |
| 8 | PPL |
PPL Corp
|
18,397 | $668,730 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,792,119 | 14,158 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,885,536 | 14,400 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,687,706 | 14,399 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,806,502 | 14,598 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,749,940 | 14,830 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,891,266 | 15,506 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,702,830 | 15,805 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,834,192 | 15,908 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,621,921 | 16,182 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,558,578 | 16,116 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,563,896 | 16,116 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,411,100 | 15,988 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,434,763 | 15,988 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,542,362 | 15,988 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,606,335 | 15,597 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,450,832 | 15,597 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,672,154 | 15,597 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,741,561 | 15,597 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,636,125 | 15,597 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,531,870 | 15,697 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,549,607 | 15,697 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,553,843 | 16,097 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,473,841 | 16,097 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,425,284 | 16,094 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,242,688 | 15,555 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,272,808 | 15,737 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||