Position in DUK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,769,369
-$24,601 QoQ
Shares Held
28,787
-11.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026EP Wealth Advisors, LLC holds $167,382,733 across 28 Utilities - Regulated Electric names. DUK ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
644,609 | $59,871,283 | |
| 2 | XEL |
Xcel Energy Inc
|
565,921 | $44,956,764 | |
| 3 | SO |
Southern Co
|
385,144 | $37,174,098 | |
| 4 | DUK |
Duke Energy CORP
This page
|
28,787 | $3,769,369 | |
| 5 | IDA |
Idacorp Inc
|
17,550 | $2,509,123 | |
| 6 | AEP |
American Electric Power Co Inc
|
16,750 | $2,195,590 | |
| 7 | ED |
Consolidated Edison Inc
|
16,193 | $1,832,723 | |
| 8 | ES |
Eversource Energy
|
24,148 | $1,672,973 |
All Filings in DUK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,769,369 | 28,787 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,793,970 | 32,369 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $3,903,558 | 33,081 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,536,764 | 28,997 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,074,145 | 28,533 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,472,028 | 30,113 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,479,189 | 24,735 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $2,386,609 | 24,678 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,128,863 | 21,938 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,797,767 | 20,369 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $624,051 | 6,954 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,206,654 | 22,874 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,385,524 | 13,453 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $2,211,271 | 23,772 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $1,164,407 | 10,861 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $812,326 | 7,275 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $726,432 | 6,925 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $586,613 | 6,011 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $714,041 | 7,233 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $730,925 | 7,572 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $610,064 | 6,663 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $670,842 | 7,575 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $687,453 | 8,605 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $801,197 | 9,906 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||