Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$558,977
-$87,080 QoQ
Shares Held
4,416
-10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,404
of 2,440 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Calamos Wealth Management LLC holds $32,745,086 across 6 Utilities - Regulated Electric names. DUK ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
219,644 | $21,022,127 | |
| 2 | NEE |
Nextera Energy Inc
|
101,569 | $8,914,711 | |
| 3 | ED |
Consolidated Edison Inc
|
9,669 | $1,069,681 | |
| 4 | AEP |
American Electric Power Co Inc
|
6,747 | $923,057 | |
| 5 | DUK |
Duke Energy CORP
This page
|
4,416 | $558,977 | |
| 6 | CNP |
Centerpoint Energy Inc
|
5,825 | $256,533 |
All Filings in DUK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,977 | 4,416 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $646,057 | 4,934 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $481,615 | 4,109 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $647,212 | 5,230 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $318,718 | 2,701 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $350,175 | 2,871 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $304,796 | 2,829 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $284,791 | 2,470 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $255,887 | 2,553 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $203,284 | 2,102 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $279,766 | 2,883 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $10,483,081 | 118,775 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $6,472,048 | 72,120 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $7,115,820 | 73,762 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $5,212,014 | 50,607 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $234,968 | 2,526 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $219,780 | 2,050 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $218,853 | 1,960 | Shares | Sole | 2022-05-03 | |
| 2020-12-31 | $263,875 | 2,882 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $426,416 | 4,815 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $369,730 | 4,628 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $466,515 | 5,768 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||