Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$765,682
+$12,908 QoQ
Shares Held
6,049
+5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,234
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, 2026Wellington Shields & Co., LLC holds $5,970,525 across 9 Utilities - Regulated Electric names. DUK ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
18,084 | $1,730,819 | |
| 2 | EIX |
Edison International
|
15,500 | $1,153,975 | |
| 3 | NEE |
Nextera Energy Inc
|
12,695 | $1,114,240 | |
| 4 | DUK |
Duke Energy CORP
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|
6,049 | $765,682 | |
| 5 | DTE |
Dte Energy Co
|
3,500 | $533,295 | |
| 6 | ED |
Consolidated Edison Inc
|
2,932 | $324,367 | |
| 7 | ETR |
Entergy Corp /De/
|
1,360 | $156,209 | |
| 8 | AEP |
American Electric Power Co Inc
|
850 | $116,288 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,682 | 6,049 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $752,774 | 5,749 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $673,840 | 5,749 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $721,586 | 5,831 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $688,058 | 5,831 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $686,813 | 5,631 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $606,683 | 5,631 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $649,254 | 5,631 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $563,793 | 5,625 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $543,316 | 5,618 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $544,491 | 5,611 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $494,697 | 5,605 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $502,364 | 5,598 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $539,363 | 5,591 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $575,199 | 5,585 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $518,958 | 5,579 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $597,481 | 5,573 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $733,271 | 6,567 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $653,317 | 6,228 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $607,302 | 6,223 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $613,742 | 6,217 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $599,644 | 6,212 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $559,065 | 6,106 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $540,216 | 6,100 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $486,769 | 6,093 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $465,383 | 5,754 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||