Position in DUK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$261,387
+$28,838 QoQ
Shares Held
2,065
+16.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,915
of 2,446 holders
Holding Since
Mar 2023
8 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, 2026Plancorp, LLC holds $4,813,823 across 7 Utilities - Regulated Electric names. DUK ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,490 | $1,447,327 | |
| 2 | AEE |
Ameren Corp
|
12,673 | $1,432,555 | |
| 3 | SO |
Southern Co
|
8,208 | $785,587 | |
| 4 | ETR |
Entergy Corp /De/
|
3,901 | $448,068 | |
| 5 | DUK |
Duke Energy CORP
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|
2,065 | $261,387 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
1,958 | $228,635 | |
| 7 | D |
Dominion Energy, Inc
|
3,079 | $210,264 |
All Filings in DUK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,387 | 2,065 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $232,549 | 1,776 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $215,900 | 1,842 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $230,793 | 1,865 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $221,250 | 1,875 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $226,376 | 1,856 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $221,376 | 1,920 | Shares | Sole | 2024-11-12 | |
| 2023-03-31 | $210,015 | 2,177 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||