Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,888,410
+$3,437,401 QoQ
Shares Held
86,020
+51.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#316
of 2,440 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $55,859,595 across 10 Utilities - Regulated Electric names. DUK ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
451,739 | $39,649,131 | |
| 2 | DUK |
Duke Energy CORP
This page
|
86,020 | $10,888,410 | |
| 3 | AEP |
American Electric Power Co Inc
|
10,405 | $1,423,507 | |
| 4 | ETR |
Entergy Corp /De/
|
6,757 | $776,109 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
6,569 | $767,061 | |
| 6 | EXC |
Exelon Corp
|
16,201 | $755,290 | |
| 7 | SO |
Southern Co
|
7,801 | $746,633 | |
| 8 | ED |
Consolidated Edison Inc
|
3,451 | $381,784 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,888,410 | 86,020 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,451,009 | 56,904 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,908,826 | 58,944 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,492,914 | 52,468 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,793,800 | 49,100 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $12,335,312 | 101,134 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,435,091 | 106,136 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,789,788 | 50,215 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $821,985 | 8,201 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $726,581 | 7,513 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $739,249 | 7,618 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $303,526 | 3,439 | Shares | Sole | 2023-10-11 | |
| 2023-03-31 | $259,311 | 2,688 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $284,458 | 2,762 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $266,688 | 2,867 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $282,927 | 2,639 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $288,641 | 2,585 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $271,061 | 2,584 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $242,120 | 2,481 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $271,282 | 2,748 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $256,383 | 2,656 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $242,817 | 2,652 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $234,506 | 2,648 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $217,939 | 2,728 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $218,052 | 2,696 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||