Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,513,933
+$110,313 QoQ
Shares Held
51,461
+5.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#429
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, 2026NewSquare Capital LLC holds $13,466,635 across 2 Utilities - Regulated Electric names. DUK ranks #2 (48.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMS |
Cms Energy Corp
|
90,885 | $6,952,702 | |
| 2 | DUK |
Duke Energy CORP
This page
|
51,461 | $6,513,933 |
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,513,933 | 51,461 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $6,403,620 | 48,905 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,748,798 | 49,047 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,558,302 | 69,158 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,179,996 | 69,322 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $8,055,386 | 66,044 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,152,643 | 66,388 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,695,006 | 66,739 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,745,579 | 67,301 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,332,570 | 65,480 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $6,313,907 | 65,065 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,767,349 | 65,345 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,537,586 | 61,707 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,555,900 | 57,592 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $5,478,553 | 53,195 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,561,235 | 49,035 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $4,886,310 | 45,577 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $4,685,700 | 41,964 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,938,470 | 37,545 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $3,279,511 | 33,605 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,207,906 | 32,495 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,988,568 | 30,960 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,786,445 | 30,433 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,646,438 | 29,883 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $18,454 | 231 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $15,367 | 190 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||