Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$484,421
+$26,917 QoQ
Shares Held
3,827
+9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,504
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026McKinley Carter Wealth Services, Inc. holds $9,239,796 across 8 Utilities - Regulated Electric names. DUK ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
40,031 | $3,513,520 | |
| 2 | ES |
Eversource Energy
|
38,560 | $2,786,731 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,722 | $782,826 | |
| 4 | DTE |
Dte Energy Co
|
3,717 | $566,359 | |
| 5 | DUK |
Duke Energy CORP
This page
|
3,827 | $484,421 | |
| 6 | SO |
Southern Co
|
4,560 | $436,437 | |
| 7 | IDA |
Idacorp Inc
|
2,398 | $362,817 | |
| 8 | LNT |
Alliant Energy Corp
|
4,020 | $306,685 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,421 | 3,827 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $457,504 | 3,494 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $585,346 | 4,994 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $601,548 | 4,861 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $561,798 | 4,761 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $634,609 | 5,203 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $513,165 | 4,763 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $540,295 | 4,686 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $468,875 | 4,678 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $451,442 | 4,668 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $453,759 | 4,676 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $411,379 | 4,661 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $447,982 | 4,992 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $480,613 | 4,982 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $521,850 | 5,067 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $414,683 | 4,458 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $479,871 | 4,476 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $506,936 | 4,540 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $475,406 | 4,532 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $446,279 | 4,573 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $358,452 | 3,631 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $352,913 | 3,656 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $317,530 | 3,468 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $294,816 | 3,329 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $265,234 | 3,320 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $345,923 | 4,277 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||