Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,592,864
+$155,809 QoQ
Shares Held
20,484
+10.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#720
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Perigon Wealth Management, LLC holds $32,663,808 across 22 Utilities - Regulated Electric names. DUK ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
119,680 | $10,504,313 | |
| 2 | SO |
Southern Co
|
34,256 | $3,278,641 | |
| 3 | AEP |
American Electric Power Co Inc
|
23,590 | $3,227,347 | |
| 4 | DUK |
Duke Energy CORP
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|
20,484 | $2,592,864 | |
| 5 | D |
Dominion Energy, Inc
|
32,322 | $2,207,269 | |
| 6 | ED |
Consolidated Edison Inc
|
14,020 | $1,551,032 | |
| 7 | EXC |
Exelon Corp
|
29,638 | $1,381,723 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
12,259 | $994,940 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,592,864 | 20,484 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,437,055 | 18,612 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,797,180 | 15,333 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,892,013 | 15,289 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,653,416 | 14,012 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,553,531 | 12,737 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,405,145 | 13,042 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,216,530 | 10,551 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $838,624 | 8,367 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $846,115 | 8,749 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $741,870 | 7,645 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $828,673 | 9,389 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $691,536 | 7,706 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $710,598 | 7,366 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $818,255 | 7,945 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $812,715 | 8,737 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $877,728 | 8,187 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $871,394 | 7,804 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $782,449 | 7,459 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $557,726 | 5,715 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $783,441 | 7,936 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $757,663 | 7,849 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $721,584 | 7,881 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $709,277 | 8,009 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $635,445 | 7,954 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $680,605 | 8,415 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||