Position in DUK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,919,202
+$2,891,260 QoQ
Shares Held
182,673
+1.8% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
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 Mar 31, 2026Allworth Financial LP holds $158,651,861 across 37 Utilities - Regulated Electric names. DUK ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
596,231 | $55,377,935 | |
| 2 | DUK |
Duke Energy CORP
This page
|
182,673 | $23,919,202 | |
| 3 | SO |
Southern Co
|
237,057 | $22,880,741 | |
| 4 | XEL |
Xcel Energy Inc
|
223,258 | $17,735,615 | |
| 5 | PCG |
PG&E Corp
|
336,961 | $5,920,404 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
50,272 | $5,819,989 | |
| 7 | AEE |
Ameren Corp
|
41,884 | $4,603,889 | |
| 8 | AEP |
American Electric Power Co Inc
|
30,476 | $3,994,794 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,919,202 | 182,673 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,027,942 | 179,404 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $22,535,865 | 182,108 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $21,356,466 | 180,987 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $12,558,641 | 102,965 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $10,006,998 | 92,881 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,284,669 | 19,815 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,054,313 | 20,496 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,675,597 | 17,326 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,431,727 | 14,754 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,309,159 | 14,833 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,794,978 | 20,002 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,968,180 | 20,402 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,164,642 | 21,018 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,794,820 | 19,295 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,553,687 | 14,492 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $789,212 | 7,068 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $728,635 | 6,946 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $695,328 | 7,125 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $145,019 | 1,469 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $84,174 | 872 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $76,727 | 838 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $71,822 | 811 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $85,801 | 1,074 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $80,152 | 991 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||