Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$784,542
-$24,929 QoQ
Shares Held
6,198
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,222
of 2,452 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, 2026Financial Management Professionals, Inc. holds $1,458,240 across 27 Utilities - Regulated Electric names. DUK ranks #1 (53.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
6,198 | $784,542 | |
| 2 | NEE |
Nextera Energy Inc
|
3,019 | $264,977 | |
| 3 | SO |
Southern Co
|
1,479 | $141,555 | |
| 4 | D |
Dominion Energy, Inc
|
950 | $64,875 | |
| 5 | ETR |
Entergy Corp /De/
|
490 | $56,281 | |
| 6 | AEP |
American Electric Power Co Inc
|
227 | $31,055 | |
| 7 | NGG |
National Grid PLC
|
211 | $17,485 | |
| 8 | XEL |
Xcel Energy Inc
|
170 | $13,651 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784,542 | 6,198 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $809,471 | 6,182 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $716,856 | 6,116 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $758,587 | 6,130 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $719,800 | 6,100 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $783,779 | 6,426 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $675,529 | 6,270 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $655,595 | 5,686 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $571,511 | 5,702 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $683,159 | 7,064 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $621,056 | 6,400 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $503,964 | 5,710 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $520,940 | 5,805 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $526,726 | 5,460 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $531,634 | 5,162 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $438,961 | 4,719 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $512,571 | 4,781 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $498,561 | 4,465 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $417,816 | 3,983 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $347,127 | 3,557 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $349,567 | 3,541 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $352,527 | 3,652 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $326,686 | 3,568 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $321,649 | 3,632 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $359,744 | 4,503 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $300,954 | 3,721 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||