Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,904,975
-$10,171,456 QoQ
Shares Held
38,750
-66.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#527
of 2,452 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, 2026Brookstone Capital Management holds $106,991,323 across 21 Utilities - Regulated Electric names. DUK ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
347,645 | $25,124,304 | |
| 2 | EIX |
Edison International
|
325,771 | $24,253,650 | |
| 3 | SO |
Southern Co
|
176,901 | $16,931,194 | |
| 4 | NEE |
Nextera Energy Inc
|
165,650 | $14,539,100 | |
| 5 | DUK |
Duke Energy CORP
This page
|
38,750 | $4,904,975 | |
| 6 | AEP |
American Electric Power Co Inc
|
29,119 | $3,983,770 | |
| 7 | EXC |
Exelon Corp
|
65,337 | $3,046,010 | |
| 8 | ED |
Consolidated Edison Inc
|
26,423 | $2,923,176 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,904,975 | 38,750 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $15,076,431 | 115,140 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $13,832,889 | 118,018 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $14,911,380 | 120,496 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $14,748,584 | 124,988 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $14,828,136 | 121,572 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $12,605,364 | 116,998 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $13,746,873 | 119,227 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $11,479,041 | 114,527 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $11,540,694 | 119,333 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $14,392,875 | 148,319 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $13,495,571 | 152,907 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $11,526,474 | 128,443 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $2,277,560 | 23,609 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,226,231 | 21,616 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $1,916,025 | 20,598 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,128,011 | 19,849 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,109,034 | 18,888 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,976,525 | 18,842 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $1,916,862 | 19,642 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $6,132,782 | 62,123 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $4,892,429 | 50,683 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $4,492,849 | 49,070 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $4,255,130 | 48,048 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,289,664 | 16,143 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,333,792 | 16,491 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||