Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,935,191
+$85,851 QoQ
Shares Held
54,789
+4.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#410
of 2,446 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, 2026Stratos Wealth Partners, LTD. holds $55,015,753 across 21 Utilities - Regulated Electric names. DUK ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
83,473 | $9,747,142 | |
| 2 | NEE |
Nextera Energy Inc
|
109,916 | $9,647,327 | |
| 3 | SO |
Southern Co
|
73,922 | $7,075,074 | |
| 4 | DUK |
Duke Energy CORP
This page
|
54,789 | $6,935,191 | |
| 5 | D |
Dominion Energy, Inc
|
62,038 | $4,236,575 | |
| 6 | AEP |
American Electric Power Co Inc
|
23,147 | $3,166,741 | |
| 7 | FE |
Firstenergy Corp
|
39,808 | $1,892,472 | |
| 8 | LNT |
Alliant Energy Corp
|
23,701 | $1,808,149 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,935,191 | 54,789 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,849,340 | 52,309 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,365,440 | 54,308 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $6,748,458 | 54,533 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,568,538 | 47,191 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,344,481 | 43,818 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,024,778 | 46,638 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,548,927 | 48,126 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,659,091 | 46,484 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $4,809,678 | 49,733 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,804,935 | 49,515 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,340,450 | 49,178 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,144,372 | 46,182 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $4,043,250 | 41,912 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $4,443,091 | 43,141 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $4,065,439 | 43,705 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $4,086,416 | 38,116 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,116,457 | 36,866 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $3,576,985 | 34,099 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $3,231,204 | 33,110 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $3,285,993 | 33,286 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $3,304,318 | 34,231 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,154,974 | 34,458 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $4,980,171 | 56,235 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $5,167,524 | 64,683 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $4,965,870 | 61,398 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||