Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,978,084
+$428,346 QoQ
Shares Held
63,028
+9.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#365
of 2,440 holders
Holding Since
Mar 2020
25 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, 2026Prospera Financial Services Inc holds $47,494,062 across 21 Utilities - Regulated Electric names. DUK ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
110,062 | $9,660,141 | |
| 2 | DUK |
Duke Energy CORP
This page
|
63,028 | $7,978,084 | |
| 3 | SO |
Southern Co
|
75,197 | $7,197,104 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,342 | $3,877,469 | |
| 5 | D |
Dominion Energy, Inc
|
50,810 | $3,469,814 | |
| 6 | EVRG |
Evergy, Inc.
|
33,590 | $2,903,183 | |
| 7 | ETR |
Entergy Corp /De/
|
13,633 | $1,565,886 | |
| 8 | EIX |
Edison International
|
20,633 | $1,536,126 |
All Filings in DUK
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,978,084 | 63,028 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,549,738 | 57,658 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,713,906 | 57,281 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,388,865 | 59,708 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,026,782 | 59,549 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,624,344 | 62,510 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,195,523 | 66,786 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,142,950 | 61,951 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,991,448 | 59,777 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,928,516 | 61,302 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $5,782,710 | 59,591 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,671,072 | 52,924 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,170,038 | 46,468 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,795,033 | 39,339 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,883,855 | 37,711 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,366,486 | 36,191 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,391,695 | 31,636 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,419,922 | 30,628 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,173,644 | 30,254 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,838,307 | 29,084 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,987,859 | 30,266 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,763,267 | 28,626 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,584,830 | 28,231 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $2,096,473 | 26,242 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,071,336 | 25,610 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||