Position in DUK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$949,856
-$1,684 QoQ
Shares Held
7,504
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,123
of 2,440 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, 2026Gradient Investments LLC holds $73,401,182 across 12 Utilities - Regulated Electric names. DUK ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
300,571 | $26,381,116 | |
| 2 | EIX |
Edison International
|
251,283 | $18,708,019 | |
| 3 | AEP |
American Electric Power Co Inc
|
121,230 | $16,585,476 | |
| 4 | NGG |
National Grid PLC
|
65,039 | $5,389,781 | |
| 5 | CNP |
Centerpoint Energy Inc
|
52,820 | $2,326,192 | |
| 6 | DUK |
Duke Energy CORP
This page
|
7,504 | $949,856 | |
| 7 | SO |
Southern Co
|
8,412 | $805,112 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
6,297 | $735,300 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $949,856 | 7,504 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $951,540 | 7,267 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $833,363 | 7,110 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $922,556 | 7,455 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $555,898 | 4,711 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $421,284 | 3,454 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $264,070 | 2,451 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $282,254 | 2,448 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $243,157 | 2,426 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $173,884 | 1,798 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $784,568 | 8,085 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $724,349 | 8,207 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $751,841 | 8,378 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $790,764 | 8,197 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $837,720 | 8,134 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $845,365 | 9,088 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $821,228 | 7,660 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $853,975 | 7,648 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $722,131 | 6,884 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $625,161 | 6,406 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $704,564 | 7,137 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $666,057 | 6,900 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $11,066,399 | 120,865 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $10,854,002 | 122,561 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $439,874 | 5,506 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $496,522 | 6,139 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||