Position in DUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,122,258
-$38,525 QoQ
Shares Held
8,866
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,066
of 2,452 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $13,216,563 across 24 Utilities - Regulated Electric names. DUK ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,420 | $2,055,573 | |
| 2 | SO |
Southern Co
|
12,816 | $1,226,619 | |
| 3 | DUK |
Duke Energy CORP
This page
|
8,866 | $1,122,258 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,032 | $962,047 | |
| 5 | ED |
Consolidated Edison Inc
|
5,968 | $660,239 | |
| 6 | ETR |
Entergy Corp /De/
|
5,626 | $646,202 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
7,889 | $640,271 | |
| 8 | XEL |
Xcel Energy Inc
|
7,953 | $638,625 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,122,258 | 8,866 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,160,783 | 8,865 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $951,393 | 8,117 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,020,813 | 8,249 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,048,312 | 8,884 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,152,616 | 9,450 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $973,107 | 9,032 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,044,041 | 9,055 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $901,468 | 8,994 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $902,207 | 9,329 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $848,420 | 8,743 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $792,486 | 8,979 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $793,840 | 8,846 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $802,437 | 8,318 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $905,694 | 8,794 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $993,825 | 10,684 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,142,965 | 10,661 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,006,503 | 9,014 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $883,467 | 8,422 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $795,846 | 8,155 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $837,244 | 8,481 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $838,363 | 8,685 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $785,676 | 8,581 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $737,881 | 8,332 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $660,450 | 8,267 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $695,568 | 8,600 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||