Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,220,575
-$328,736 QoQ
Shares Held
80,744
+0.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#328
of 2,452 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, 2026BENJAMIN EDWARDS INC holds $203,920,181 across 24 Utilities - Regulated Electric names. DUK ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
517,902 | $60,475,416 | |
| 2 | NEE |
Nextera Energy Inc
|
437,768 | $38,422,896 | |
| 3 | LNT |
Alliant Energy Corp
|
285,330 | $21,767,824 | |
| 4 | SO |
Southern Co
|
202,906 | $19,420,132 | |
| 5 | DUK |
Duke Energy CORP
This page
|
80,744 | $10,220,575 | |
| 6 | AEE |
Ameren Corp
|
77,413 | $8,750,764 | |
| 7 | ETR |
Entergy Corp /De/
|
75,564 | $8,679,280 | |
| 8 | AEP |
American Electric Power Co Inc
|
45,486 | $6,222,939 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,220,575 | 80,744 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $10,549,311 | 80,566 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,364,023 | 79,891 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $9,656,459 | 78,032 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $5,755,804 | 48,778 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,565,002 | 45,626 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $7,491,053 | 69,529 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,807,086 | 41,692 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2 | 24 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $2 | 24 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $11,935 | 123 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $8,031 | 91 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,076 | 90 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $46,498 | 482 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $49,641 | 482 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $44,742 | 481 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $64,754 | 604 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $97,367 | 872 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $87,067 | 830 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $8,197 | 84 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $8,292 | 84 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $8,011 | 83 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $7,507 | 82 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $7,173 | 81 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $6,391 | 80 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,389 | 79 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||