Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$873,528
+$124,683 QoQ
Shares Held
6,901
+20.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,161
of 2,440 holders
Holding Since
Jun 2022
16 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, 2026Roundview Capital LLC holds $4,272,150 across 7 Utilities - Regulated Electric names. DUK ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,576 | $1,367,105 | |
| 2 | DUK |
Duke Energy CORP
This page
|
6,901 | $873,528 | |
| 3 | SO |
Southern Co
|
8,524 | $815,832 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
5,309 | $430,878 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,548 | $348,591 | |
| 6 | ETR |
Entergy Corp /De/
|
1,910 | $219,382 | |
| 7 | ED |
Consolidated Edison Inc
|
1,960 | $216,834 |
All Filings in DUK
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $873,528 | 6,901 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $748,845 | 5,719 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $710,409 | 6,061 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $608,231 | 4,915 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $579,970 | 4,915 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $611,923 | 5,017 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $568,328 | 5,275 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $599,560 | 5,200 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $483,208 | 4,821 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $462,660 | 4,784 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $438,232 | 4,516 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $217,296 | 2,462 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $216,183 | 2,409 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $229,116 | 2,375 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $257,577 | 2,501 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $200,268 | 1,868 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||