Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,471,112
+$49,366 QoQ
Shares Held
11,622
+7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#950
of 2,446 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, 2026Segment Wealth Management, LLC holds $8,257,605 across 11 Utilities - Regulated Electric names. DUK ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
21,647 | $1,899,957 | |
| 2 | DUK |
Duke Energy CORP
This page
|
11,622 | $1,471,112 | |
| 3 | ETR |
Entergy Corp /De/
|
8,134 | $934,271 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,401 | $630,674 | |
| 5 | XEL |
Xcel Energy Inc
|
7,280 | $584,584 | |
| 6 | EXC |
Exelon Corp
|
12,505 | $582,983 | |
| 7 | CMS |
Cms Energy Corp
|
7,433 | $568,624 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
5,906 | $479,330 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,471,112 | 11,622 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,421,746 | 10,858 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,330,450 | 11,351 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,320,536 | 10,671 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,085,246 | 9,197 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,112,854 | 9,124 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $882,929 | 8,195 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $931,624 | 8,080 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $817,876 | 8,160 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $789,153 | 8,160 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $808,440 | 8,331 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $710,404 | 8,049 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $708,317 | 7,893 | Shares | Sole | 2023-08-22 | |
| 2023-03-31 | $761,437 | 7,893 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $832,983 | 8,088 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $738,392 | 7,938 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $851,032 | 7,938 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $886,357 | 7,938 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $836,892 | 7,978 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $741,000 | 7,593 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $759,452 | 7,693 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $742,605 | 7,693 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $704,371 | 7,693 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $643,211 | 7,263 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $586,951 | 7,347 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $655,693 | 8,107 | Shares | Other | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||