Position in DUK
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$7,518,345
-$124,753 QoQ
Shares Held
59,396
+1.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#382
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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $80,119,343 across 32 Utilities - Regulated Electric names. DUK ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
150,892 | $13,243,790 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
106,981 | $8,682,577 | |
| 3 | SO |
Southern Co
|
81,604 | $7,810,318 | |
| 4 | DUK |
Duke Energy CORP
This page
|
59,396 | $7,518,345 | |
| 5 | LNT |
Alliant Energy Corp
|
88,831 | $6,776,916 | |
| 6 | CIG |
Energy Co Of Minas Gerais
|
2,513,297 | $5,277,923 | |
| 7 | AEP |
American Electric Power Co Inc
|
24,973 | $3,416,556 | |
| 8 | ETR |
Entergy Corp /De/
|
24,362 | $2,798,219 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,518,345 | 59,396 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $7,643,098 | 58,371 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,519,220 | 55,620 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,498,112 | 52,510 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,999,238 | 50,841 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $5,494,138 | 45,045 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,610,302 | 42,791 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,850,901 | 42,072 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,505,238 | 44,949 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,014,625 | 41,512 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,212,121 | 33,101 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,588,665 | 29,330 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,516,848 | 28,046 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,243,996 | 33,627 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $4,246,586 | 41,233 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $4,312,128 | 46,357 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,998,721 | 55,953 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $7,128,039 | 63,837 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,964,101 | 66,388 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,722,487 | 68,885 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,085,924 | 71,778 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,253,889 | 64,787 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,054,679 | 66,128 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $5,502,941 | 62,138 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,398,327 | 67,572 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,604,013 | 69,288 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||