Creative Planning

Position in DUK — Duke Energy CORP

CIK 1540235 OVERLAND PARK, KS

Position in DUK

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$58,135,002

+$15,011,334 QoQ

Shares Held

443,982

+20.7% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.38627692113644246.ToString("F0")% Shared 0.ToString("F0")% None 99.61372307886356.ToString("F0")%

Utilities · as of Mar 31, 2026

Creative Planning holds $679,963,982 across 37 Utilities - Regulated Electric names. DUK ranks #2 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,047,897	$97,328,672
2	DUK	Duke Energy CORP This page	443,982	$58,135,002
3	SO	Southern Co	589,557	$56,904,041
4	AEP	American Electric Power Co Inc	399,995	$52,431,344
5	XEL	Xcel Energy Inc	441,228	$35,051,152
6	ED	Consolidated Edison Inc	272,746	$30,869,391
7	EVRG	Evergy, Inc.	375,646	$30,772,919
8	D	Dominion Energy, Inc	448,328	$27,715,636

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$58,135,002	443,982	+20.7%	Shares	Defined	2026-05-12
2025-12-31	$43,123,668	367,918	+3.0%	Shares	Sole	2026-02-17
2025-09-30	$44,220,453	357,337	+8.3%	Shares	Defined	2025-11-14
2025-06-30	$38,937,168	329,976	+1.4%	Shares	Defined	2025-08-08
2025-03-31	$39,672,083	325,261	+4.9%	Shares	Sole	2025-05-15
2024-12-31	$33,405,971	310,061	+1.8%	Shares	Defined	2025-02-14
2024-09-30	$35,101,239	304,434	+9.3%	Shares	Defined	2024-10-11
2024-06-30	$27,913,740	278,497	+9.8%	Shares	Defined	2024-08-15
2024-03-31	$24,526,526	253,609	+4.6%	Shares	Defined	2024-05-13
2023-12-31	$23,533,072	242,509	-6.5%	Shares	Defined	2024-02-14
2023-09-30	$22,892,878	259,380	+13.5%	Shares	Defined	2023-11-16
2023-06-30	$20,516,089	228,617	-0.5%	Shares	Sole	2023-07-21
2023-03-31	$22,156,264	229,670	+0.2%	Shares	Sole	2023-05-15
2022-12-31	$23,617,769	229,321	+6.1%	Shares	Sole	2023-02-10
2022-09-30	$20,096,412	216,044	+4.0%	Shares	Sole	2022-11-03
2022-06-30	$22,276,201	207,781	+4.0%	Shares	Sole	2022-08-15
2022-03-31	$22,317,372	199,869	-7.1%	Shares	Sole	2022-05-16
2021-12-31	$22,564,619	215,106	-2.3%	Shares	Sole	2022-02-11
2021-09-30	$21,484,536	220,151	+9.2%	Shares	Sole	2021-11-10
2021-06-30	$19,903,926	201,620	-6.1%	Shares	Sole	2021-08-04
2021-03-31	$20,728,755	214,739	-0.7%	Shares	Sole	2021-04-30
2020-12-31	$19,800,673	216,259	+1.6%	Shares	Sole	2021-01-29
2020-09-30	$18,847,250	212,819	+4.4%	Shares	Sole	2020-11-05
2020-06-30	$16,292,686	203,939	+2.7%	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.