Position in DUK
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$504,380
-$62,916 QoQ
Shares Held
3,852
-20.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Sunbelt Securities, Inc. holds $4,891,603 across 26 Utilities - Regulated Electric names. DUK ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,203 | $1,690,694 | |
| 2 | EVRG |
Evergy, Inc.
|
7,348 | $601,948 | |
| 3 | DUK |
Duke Energy CORP
This page
|
3,852 | $504,380 | |
| 4 | D |
Dominion Energy, Inc
|
7,126 | $440,529 | |
| 5 | SO |
Southern Co
|
4,211 | $406,445 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,580 | $338,186 | |
| 7 | ETR |
Entergy Corp /De/
|
2,818 | $316,630 | |
| 8 | XEL |
Xcel Energy Inc
|
2,845 | $226,006 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $504,380 | 3,852 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $567,296 | 4,840 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $598,950 | 4,840 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $554,128 | 4,696 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $523,007 | 4,288 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $505,947 | 4,696 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $448,517 | 3,890 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $389,894 | 3,890 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $376,201 | 3,890 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $356,816 | 3,677 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $422,677 | 4,789 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $460,994 | 5,137 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $495,566 | 5,137 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $493,219 | 4,789 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $445,286 | 4,787 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $513,321 | 4,788 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $523,462 | 4,688 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $680,905 | 6,491 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $614,621 | 6,298 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $621,738 | 6,298 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $583,813 | 6,048 | Shares | Sole | 2021-05-27 | |
| 2020-12-31 | $483,894 | 5,285 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $388,069 | 4,382 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $245,901 | 3,078 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $232,368 | 2,873 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||