Position in DUK
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$425,435
-$36,521 QoQ
Shares Held
3,361
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,594
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, 2026Avior Wealth Management, LLC holds $3,556,090 across 7 Utilities - Regulated Electric names. DUK ranks #2 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,545 | $1,803,234 | |
| 2 | DUK |
Duke Energy CORP
This page
|
3,361 | $425,435 | |
| 3 | SO |
Southern Co
|
4,351 | $416,434 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,033 | $278,134 | |
| 5 | EIX |
Edison International
|
2,956 | $220,074 | |
| 6 | XEL |
Xcel Energy Inc
|
2,642 | $212,152 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
2,472 | $200,627 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,435 | 3,361 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $461,956 | 3,528 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $412,227 | 3,517 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $390,060 | 3,152 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $391,406 | 3,317 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $389,572 | 3,194 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $718,625 | 6,670 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $841,919 | 7,302 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $740,999 | 7,393 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $702,017 | 7,259 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $538,086 | 5,545 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $548,447 | 6,214 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $557,643 | 6,214 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $574,671 | 5,957 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $700,022 | 6,797 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $526,864 | 5,664 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $688,073 | 6,418 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $716,186 | 6,414 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $668,947 | 6,377 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $631,796 | 6,474 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $661,028 | 6,696 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $641,248 | 6,643 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $578,292 | 6,316 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $543,668 | 6,139 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $579,042 | 7,248 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $606,356 | 7,497 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||