Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$63,064,939
+$4,929,937 QoQ
Shares Held
498,222
+12.2% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#124
of 2,452 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, 2026Creative Planning holds $826,373,731 across 37 Utilities - Regulated Electric names. DUK ranks #2 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,045,998 | $91,807,244 | |
| 2 | DUK |
Duke Energy CORP
This page
|
498,222 | $63,064,939 | |
| 3 | AEP |
American Electric Power Co Inc
|
453,339 | $62,021,307 | |
| 4 | SO |
Southern Co
|
625,306 | $59,848,036 | |
| 5 | EVRG |
Evergy, Inc.
|
536,615 | $46,379,634 | |
| 6 | XEL |
Xcel Energy Inc
|
534,313 | $42,905,333 | |
| 7 | ED |
Consolidated Edison Inc
|
386,650 | $42,775,088 | |
| 8 | D |
Dominion Energy, Inc
|
490,357 | $33,486,479 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,064,939 | 498,222 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $58,135,002 | 443,982 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $43,123,668 | 367,918 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $44,220,453 | 357,337 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $38,937,168 | 329,976 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $39,672,083 | 325,261 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $33,405,971 | 310,061 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $35,101,239 | 304,434 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $27,913,740 | 278,497 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $24,526,526 | 253,609 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $23,533,072 | 242,509 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $22,892,878 | 259,380 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $20,516,089 | 228,617 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $22,156,264 | 229,670 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $23,617,769 | 229,321 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $20,096,412 | 216,044 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $22,276,201 | 207,781 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $22,317,372 | 199,869 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $22,564,619 | 215,106 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $21,484,536 | 220,151 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $19,903,926 | 201,620 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $20,728,755 | 214,739 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $19,800,673 | 216,259 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $18,847,250 | 212,819 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $16,292,686 | 203,939 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $16,060,260 | 198,569 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||