Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in DUK — Duke Energy CORP
CIK 1510434
Seattle, WA
Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,686,009
+$156,915 QoQ
Shares Held
29,120
+8.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#607
of 2,446 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $30,077,553 across 24 Utilities - Regulated Electric names. DUK ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
43,722 | $5,021,908 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
36,733 | $4,289,311 | |
| 3 | DUK |
Duke Energy CORP
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|
29,120 | $3,686,009 | |
| 4 | NEE |
Nextera Energy Inc
|
31,565 | $2,770,459 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,191 | $1,941,469 | |
| 6 | ED |
Consolidated Edison Inc
|
16,604 | $1,836,900 | |
| 7 | AEE |
Ameren Corp
|
10,946 | $1,237,334 | |
| 8 | ES |
Eversource Energy
|
12,703 | $918,045 |
All Filings in DUK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,686,009 | 29,120 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $3,529,094 | 26,952 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,349,392 | 28,576 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,532,072 | 28,542 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $3,112,014 | 26,373 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,757,619 | 22,609 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $443,996 | 4,121 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $307,043 | 2,663 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $227,020 | 2,265 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $426,491 | 4,410 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $600,386 | 6,187 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $351,980 | 3,988 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $255,130 | 2,843 | Shares | Sole | 2023-08-11 | |
| 2022-09-30 | $257,386 | 2,767 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $331,064 | 3,088 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $308,069 | 2,759 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $460,825 | 4,393 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $463,650 | 4,751 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $248,379 | 2,516 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $236,691 | 2,452 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $352,689 | 3,852 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $340,956 | 3,850 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $431,565 | 5,402 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $471,530 | 5,830 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||