Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,655,919
-$21,029 QoQ
Shares Held
13,082
+2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#886
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, 2026Welch Group, LLC holds $268,011,765 across 14 Utilities - Regulated Electric names. DUK ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
787,841 | $75,404,262 | |
| 2 | NEE |
Nextera Energy Inc
|
858,202 | $75,324,389 | |
| 3 | ED |
Consolidated Edison Inc
|
533,029 | $58,968,998 | |
| 4 | AEP |
American Electric Power Co Inc
|
384,533 | $52,607,959 | |
| 5 | DUK |
Duke Energy CORP
This page
|
13,082 | $1,655,919 | |
| 6 | ETR |
Entergy Corp /De/
|
6,303 | $723,962 | |
| 7 | D |
Dominion Energy, Inc
|
9,909 | $676,685 | |
| 8 | IDA |
Idacorp Inc
|
3,656 | $553,152 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,655,919 | 13,082 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,676,948 | 12,807 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,567,097 | 13,370 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,586,598 | 12,821 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,463,200 | 12,400 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,502,548 | 12,319 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,326,925 | 12,316 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,400,318 | 12,145 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,236,437 | 12,336 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,079,960 | 11,167 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,084,907 | 11,180 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $969,536 | 10,985 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $985,793 | 10,985 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,059,433 | 10,982 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,641,763 | 15,941 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,503,017 | 16,158 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,708,498 | 15,936 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,794,599 | 16,072 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,497,132 | 14,272 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,390,559 | 14,249 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,360,065 | 13,777 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,321,302 | 13,688 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $889,871 | 9,719 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $807,490 | 9,118 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $817,754 | 10,236 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $843,901 | 10,434 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||