Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$716,822
+$91,715 QoQ
Shares Held
5,663
+18.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,274
of 2,446 holders
Holding Since
Mar 2020
19 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, 2026HighPoint Advisor Group LLC holds $7,782,677 across 10 Utilities - Regulated Electric names. DUK ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
9,660 | $1,321,584 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
11,288 | $1,318,099 | |
| 3 | PCG |
PG&E Corp
|
78,096 | $1,313,574 | |
| 4 | DUK |
Duke Energy CORP
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|
5,663 | $716,822 | |
| 5 | NEE |
Nextera Energy Inc
|
8,015 | $703,476 | |
| 6 | ETR |
Entergy Corp /De/
|
6,060 | $696,051 | |
| 7 | EXC |
Exelon Corp
|
11,881 | $553,892 | |
| 8 | SO |
Southern Co
|
5,280 | $505,348 |
All Filings in DUK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,822 | 5,663 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $625,107 | 4,774 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $559,443 | 4,773 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $3,444,457 | 27,834 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,325,948 | 28,186 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,322,218 | 27,238 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,831,191 | 26,278 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,870,854 | 24,899 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,834,604 | 28,281 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,363,979 | 24,444 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,449,774 | 25,245 | Shares | Sole | 2024-03-26 | |
| 2022-06-30 | $1,806,917 | 16,854 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $1,362,844 | 13,965 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,436,869 | 14,555 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,303,830 | 13,507 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,156,952 | 12,636 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $840,168 | 9,487 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $858,178 | 10,742 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $922,193 | 11,402 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||