Position in DUK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$7,145,061
-$25,868 QoQ
Shares Held
56,447
+3.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#38
of 434 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, 2026Sequoia Financial Advisors, LLC holds $106,158,539 across 34 Utilities - Regulated Electric names. DUK ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
132,456 | $18,121,305 | |
| 2 | NEE |
Nextera Energy Inc
|
147,124 | $12,913,073 | |
| 3 | SO |
Southern Co
|
112,262 | $10,744,596 | |
| 4 | DUK |
Duke Energy CORP
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|
56,447 | $7,145,061 | |
| 5 | XEL |
Xcel Energy Inc
|
47,995 | $3,853,998 | |
| 6 | ED |
Consolidated Edison Inc
|
34,618 | $3,829,789 | |
| 7 | DTE |
Dte Energy Co
|
24,355 | $3,710,971 | |
| 8 | EIX |
Edison International
|
41,760 | $3,109,032 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,145,061 | 56,447 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $7,170,929 | 54,765 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,621,626 | 47,962 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,670,101 | 45,819 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,378,744 | 37,108 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,369,941 | 35,828 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,852,243 | 35,755 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $3,278,670 | 28,436 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,376,252 | 23,708 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $7,103,349 | 73,450 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,532,438 | 77,622 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $6,382,080 | 72,310 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,443,152 | 71,798 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,795,821 | 60,079 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,338,149 | 12,993 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $758,578 | 8,155 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,023,641 | 9,548 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,088,796 | 9,751 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $789,687 | 7,528 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $796,275 | 8,066 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $524,833 | 5,437 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $480,415 | 5,247 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $476,364 | 5,379 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $386,987 | 4,844 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $946,215 | 11,699 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||