Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,655,250
-$16,438 QoQ
Shares Held
28,877
+3.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#610
of 2,446 holders
Holding Since
Dec 2021
17 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, 2026Avidian Wealth Enterprises, LLC holds $13,635,525 across 13 Utilities - Regulated Electric names. DUK ranks #1 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
28,877 | $3,655,250 | |
| 2 | NEE |
Nextera Energy Inc
|
41,434 | $3,636,662 | |
| 3 | ED |
Consolidated Edison Inc
|
11,312 | $1,251,446 | |
| 4 | SO |
Southern Co
|
10,153 | $971,743 | |
| 5 | AEE |
Ameren Corp
|
8,088 | $914,267 | |
| 6 | AEP |
American Electric Power Co Inc
|
6,378 | $872,574 | |
| 7 | LNT |
Alliant Energy Corp
|
7,527 | $574,234 | |
| 8 | ES |
Eversource Energy
|
6,690 | $483,486 |
All Filings in DUK
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,655,250 | 28,877 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,671,688 | 28,041 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $794,683 | 6,780 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $833,951 | 6,739 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $535,366 | 4,537 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $567,892 | 4,656 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $382,800 | 3,553 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $240,285 | 2,084 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $280,543 | 2,799 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $220,885 | 2,284 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $212,517 | 2,190 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $255,689 | 2,897 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $258,899 | 2,885 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $440,385 | 4,565 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $387,963 | 3,767 | Shares | Sole | 2023-02-06 | |
| 2022-06-30 | $287,966 | 2,686 | Shares | Sole | 2022-07-29 | |
| 2021-12-31 | $232,563 | 2,217 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||