Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$32,277
-$850 QoQ
Shares Held
255
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,286
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, 2026Winch Advisory Services, LLC holds $1,867,099 across 11 Utilities - Regulated Electric names. DUK ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
7,858 | $917,578 | |
| 2 | NEE |
Nextera Energy Inc
|
7,914 | $694,611 | |
| 3 | LNT |
Alliant Energy Corp
|
1,018 | $77,663 | |
| 4 | SO |
Southern Co
|
565 | $54,076 | |
| 5 | XEL |
Xcel Energy Inc
|
404 | $32,441 | |
| 6 | DUK |
Duke Energy CORP
This page
|
255 | $32,277 | |
| 7 | ETR |
Entergy Corp /De/
|
164 | $18,837 | |
| 8 | D |
Dominion Energy, Inc
|
224 | $15,296 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,277 | 255 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $33,127 | 253 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $29,419 | 251 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $30,690 | 248 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $37,878 | 321 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $38,786 | 318 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $34,045 | 316 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $8,416 | 73 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $7,216 | 72 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,963 | 72 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,889 | 71 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $6,178 | 70 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,192 | 69 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,656 | 69 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,003 | 68 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $6,232 | 67 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $7,183 | 67 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,369 | 66 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $7,028 | 67 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $6,440 | 66 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,416 | 65 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $6,274 | 65 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $5,859 | 64 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,579 | 63 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $5,033 | 63 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $5,014 | 62 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||