SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in DUK — Duke Energy CORP
CIK 1531593
NEW YORK, NY
Position in DUK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$187,464
+$65,952 QoQ
Shares Held
1,481
+59.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,109
of 2,440 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Derivatives in DUK
reported options exposure · as of Sep 30, 2021CallValue
$3,415
CallShares
35
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $40,445,507 across 23 Utilities - Regulated Electric names. DUK ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
435,283 | $38,204,788 | |
| 2 | EXC |
Exelon Corp
|
10,000 | $466,200 | |
| 3 | AEE |
Ameren Corp
|
2,747 | $310,520 | |
| 4 | CNP |
Centerpoint Energy Inc
|
6,412 | $282,384 | |
| 5 | EIX |
Edison International
|
2,986 | $222,307 | |
| 6 | DUK |
Duke Energy CORP
This page
|
1,481 | $187,464 | |
| 7 | ED |
Consolidated Edison Inc
|
1,313 | $145,257 | |
| 8 | PCG |
PG&E Corp
|
8,592 | $144,517 |
All Filings in DUK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,464 | 1,481 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $121,512 | 928 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $428,519 | 3,656 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $797,073 | 6,441 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $61,714 | 523 | Shares | Sole | 2025-08-12 | |
| 2023-09-30 | $26,478 | 300 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $117,379 | 1,308 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $174,707 | 1,811 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $410,724 | 3,988 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $509,284 | 5,475 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $429,804 | 4,009 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $102,168 | 915 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $3,415 | 35 | Call | Sole | 2021-10-20 | |
| 2021-06-30 | $8,884 | 90 | Call | Sole | 2021-07-19 | |
| 2020-09-30 | $203,688 | 2,300 | Shares | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||