Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,291,748
+$46,640 QoQ
Shares Held
10,205
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,008
of 2,446 holders
Holding Since
Mar 2020
25 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, 2026Verity Asset Management, Inc. holds $4,595,913 across 7 Utilities - Regulated Electric names. DUK ranks #1 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
10,205 | $1,291,748 | |
| 2 | SO |
Southern Co
|
8,361 | $800,231 | |
| 3 | EVRG |
Evergy, Inc.
|
8,846 | $764,559 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,005 | $547,924 | |
| 5 | NEE |
Nextera Energy Inc
|
6,090 | $534,519 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
3,535 | $378,245 | |
| 7 | LNT |
Alliant Energy Corp
|
3,653 | $278,687 |
All Filings in DUK
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,291,748 | 10,205 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,245,108 | 9,509 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,080,676 | 9,220 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,139,737 | 9,210 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,154,276 | 9,782 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,179,327 | 9,669 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,015,772 | 9,428 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,015,908 | 8,811 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $820,282 | 8,184 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $790,604 | 8,175 | Shares | Sole | 2024-05-28 | |
| 2023-12-31 | $793,204 | 8,174 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $728,409 | 8,253 | Shares | Sole | 2023-11-22 | |
| 2023-06-30 | $633,833 | 7,063 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $662,266 | 6,865 | Shares | Sole | 2023-05-24 | |
| 2022-12-31 | $729,581 | 7,084 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $523,051 | 5,623 | Shares | Sole | 2022-11-16 | |
| 2022-03-31 | $737,067 | 6,601 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $617,021 | 5,882 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $547,089 | 5,606 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $696,370 | 7,054 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $542,209 | 5,617 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $551,374 | 6,022 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $547,035 | 6,177 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $592,464 | 7,416 | Shares | Sole | 2020-11-13 | |
| 2020-03-31 | $1,092,203 | 13,504 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||