Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,782,372
-$48,300 QoQ
Shares Held
14,081
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#860
of 2,446 holders
Holding Since
Jun 2020
21 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, 2026Dakota Wealth Management holds $35,501,469 across 10 Utilities - Regulated Electric names. DUK ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
138,267 | $12,135,694 | |
| 2 | ED |
Consolidated Edison Inc
|
67,618 | $7,480,579 | |
| 3 | AEP |
American Electric Power Co Inc
|
42,412 | $5,802,385 | |
| 4 | AEE |
Ameren Corp
|
22,947 | $2,593,928 | |
| 5 | D |
Dominion Energy, Inc
|
36,090 | $2,464,586 | |
| 6 | DUK |
Duke Energy CORP
This page
|
14,081 | $1,782,372 | |
| 7 | XEL |
Xcel Energy Inc
|
18,883 | $1,516,304 | |
| 8 | SO |
Southern Co
|
9,417 | $901,301 |
All Filings in DUK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,782,372 | 14,081 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,830,672 | 13,981 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,588,429 | 13,552 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $2,046,082 | 16,534 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,261,352 | 19,164 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $2,712,490 | 22,239 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $2,403,571 | 22,309 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,700,095 | 23,418 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $2,168,676 | 21,637 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $2,100,444 | 21,719 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $1,741,965 | 17,951 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,582,237 | 17,927 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $1,200,181 | 13,374 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,218,319 | 12,629 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,302,514 | 12,647 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,540,410 | 16,560 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $887,805 | 8,281 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $651,535 | 5,835 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $253,857 | 2,420 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $232,068 | 2,378 | Shares | Other | 2021-11-15 | |
| 2020-06-30 | $205,316 | 2,570 | Shares | Other | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||