Position in DUK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$14,119,619
-$484,773 QoQ
Shares Held
111,547
+0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#284
of 2,440 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026United Asset Strategies, Inc. holds $34,393,612 across 9 Utilities - Regulated Electric names. DUK ranks #1 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
111,547 | $14,119,619 | |
| 2 | ETR |
Entergy Corp /De/
|
70,014 | $8,041,808 | |
| 3 | LNT |
Alliant Energy Corp
|
80,414 | $6,134,784 | |
| 4 | FE |
Firstenergy Corp
|
37,710 | $1,792,733 | |
| 5 | NEE |
Nextera Energy Inc
|
19,717 | $1,730,561 | |
| 6 | ES |
Eversource Energy
|
13,606 | $983,305 | |
| 7 | ED |
Consolidated Edison Inc
|
5,884 | $650,946 | |
| 8 | D |
Dominion Energy, Inc
|
8,562 | $584,698 |
All Filings in DUK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,119,619 | 111,547 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $14,604,392 | 111,535 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $12,815,155 | 109,335 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,315,005 | 107,596 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $12,461,036 | 105,602 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $301,875 | 2,475 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $302,426 | 2,807 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $327,336 | 2,839 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $223,312 | 2,228 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $226,978 | 2,347 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $233,672 | 2,408 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $202,203 | 2,291 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $205,594 | 2,291 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $221,012 | 2,291 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $280,132 | 2,720 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $376,172 | 4,044 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $385,312 | 3,594 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $396,058 | 3,547 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $372,080 | 3,547 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $309,262 | 3,169 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $302,872 | 3,068 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $219,316 | 2,272 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||