Position in DUK
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$200,338
-$285,092 QoQ
Shares Held
1,530
-72.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Alpha Family Trust holds $3,638,125 across 10 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
6,650 | $909,786 | |
| 2 | D |
Dominion Energy, Inc
|
6,540 | $446,616 | |
| 3 | ES |
Eversource Energy
|
5,440 | $393,148 | |
| 4 | EVRG |
Evergy, Inc.
|
3,970 | $343,127 | |
| 5 | NEE |
Nextera Energy Inc
|
3,660 | $321,238 | |
| 6 | ETR |
Entergy Corp /De/
|
2,560 | $294,041 | |
| 7 | FE |
Firstenergy Corp
|
5,435 | $258,379 | |
| 8 | AEE |
Ameren Corp
|
2,110 | $238,514 |
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,338 | 1,530 | Shares | Defined | 2026-05-13 | |
| 2023-09-30 | $485,430 | 5,500 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $219,863 | 2,450 | Shares | Defined | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||