Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$990,741
-$1,432,852 QoQ
Shares Held
7,827
-70.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,110
of 2,446 holders
Holding Since
Mar 2020
5 quarters on record
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SNS Financial Group, LLC holds $15,082,712 across 10 Utilities - Regulated Electric names. DUK ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
70,213 | $6,162,595 | |
| 2 | SO |
Southern Co
|
31,121 | $2,978,590 | |
| 3 | XEL |
Xcel Energy Inc
|
20,862 | $1,675,218 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
10,526 | $1,229,121 | |
| 5 | DUK |
Duke Energy CORP
This page
|
7,827 | $990,741 | |
| 6 | D |
Dominion Energy, Inc
|
10,845 | $740,605 | |
| 7 | AEP |
American Electric Power Co Inc
|
4,805 | $657,372 | |
| 8 | EXC |
Exelon Corp
|
4,780 | $222,843 |
All Filings in DUK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $990,741 | 7,827 | Shares | Sole | 2026-08-11 | |
| 2020-12-31 | $2,423,593 | 26,470 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,492,875 | 28,149 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,144,087 | 26,838 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,244,014 | 27,745 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||