Position in DUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,441,656
-$267,054 QoQ
Shares Held
50,890
-0.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#434
of 2,446 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $54,615,449 across 31 Utilities - Regulated Electric names. DUK ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
56,354 | $6,580,456 | |
| 2 | DUK |
Duke Energy CORP
This page
|
50,890 | $6,441,656 | |
| 3 | AEP |
American Electric Power Co Inc
|
44,580 | $6,098,989 | |
| 4 | FE |
Firstenergy Corp
|
116,874 | $5,556,189 | |
| 5 | ETR |
Entergy Corp /De/
|
47,169 | $5,417,831 | |
| 6 | NGG |
National Grid PLC
|
57,639 | $4,776,543 | |
| 7 | NEE |
Nextera Energy Inc
|
38,933 | $3,417,149 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
28,409 | $3,039,763 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,441,656 | 50,890 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $6,708,710 | 51,235 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $6,046,746 | 51,589 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $6,846,716 | 55,327 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $6,072,280 | 51,460 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $6,297,189 | 51,629 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $5,367,714 | 49,821 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $5,251,453 | 45,546 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $5,939,429 | 59,258 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,672,525 | 58,655 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $6,399,788 | 65,950 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $6,453,482 | 73,119 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $6,666,156 | 74,283 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $6,675,338 | 69,196 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $7,826,107 | 75,989 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $6,220,805 | 66,876 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $6,741,686 | 62,883 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $6,869,658 | 61,523 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $6,125,635 | 58,395 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $6,143,192 | 62,949 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $6,111,261 | 61,905 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $6,149,443 | 63,705 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $6,009,357 | 65,633 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $7,432,752 | 83,929 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $7,216,383 | 90,329 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $8,270,465 | 102,256 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||