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Equibles

SIGNATUREFD, LLC

Position in DUK — Duke Energy CORP

CIK 1456048 ATLANTA, GA
Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$2,837,670
-$46,283 QoQ
Shares Held
22,418
+1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#694
of 2,459 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

SIGNATUREFD, LLC holds $36,662,439 across 36 Utilities - Regulated Electric names. DUK ranks #3 (7.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SO
Southern Co
 63,528 $6,080,264
2 NEE
Nextera Energy Inc
 60,489 $5,309,119
3 DUK
Duke Energy CORP
This page 		22,418 $2,837,670
4 FTS
Fortis Inc.
 39,804 $2,277,982
5 NGG
National Grid PLC
 23,872 $1,978,272
6 AEP
American Electric Power Co Inc
 13,663 $1,869,235
7 ED
Consolidated Edison Inc
 15,764 $1,743,971
8 D
Dominion Energy, Inc
 22,130 $1,511,257

All Filings in DUK

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,837,670 22,418
2026-03-31 $2,883,953 22,025
2025-12-31 $2,407,610 20,541
2025-09-30 $2,528,212 20,430
2025-06-30 $2,188,664 18,548
2025-03-31 $2,151,916 17,643
2024-12-31 $1,870,474 17,361
2024-09-30 $1,882,387 16,326
2024-06-30 $1,664,720 16,609
2024-03-31 $1,589,718 16,438
2023-12-31 $1,519,258 15,656
2023-09-30 $1,838,632 20,832
2023-06-30 $1,634,075 18,209
2023-03-31 $2,106,036 21,831
2022-12-31 $1,784,816 17,330
2022-09-30 $1,744,031 18,749
2022-06-30 $2,019,514 18,837
2022-03-31 $2,048,179 18,343
2021-12-31 $1,854,841 17,682
2021-09-30 $1,683,817 17,254
2021-06-30 $1,380,204 13,981
2021-03-31 $1,446,695 14,987
2020-12-31 $1,000,293 10,925
2020-09-30 $1,005,510 11,354
2020-06-30 $1,007,333 12,609
2020-03-31 $1,070,285 13,233