Position in DUK
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$1,036,057
-$28,878 QoQ
Shares Held
8,185
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,091
of 2,452 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, 2026Rehmann Capital Advisory Group holds $9,484,052 across 14 Utilities - Regulated Electric names. DUK ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,549 | $1,979,125 | |
| 2 | SO |
Southern Co
|
12,591 | $1,205,084 | |
| 3 | AEP |
American Electric Power Co Inc
|
7,879 | $1,077,925 | |
| 4 | DUK |
Duke Energy CORP
This page
|
8,185 | $1,036,057 | |
| 5 | NGG |
National Grid PLC
|
11,397 | $944,469 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
7,633 | $891,305 | |
| 7 | DTE |
Dte Energy Co
|
5,263 | $801,923 | |
| 8 | ETR |
Entergy Corp /De/
|
3,239 | $372,031 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,036,057 | 8,185 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $1,064,935 | 8,133 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $961,942 | 8,207 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $1,039,747 | 8,402 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $929,722 | 7,879 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,008,691 | 8,270 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $790,919 | 7,341 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $847,455 | 7,350 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $734,385 | 7,327 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $712,849 | 7,371 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $738,959 | 7,615 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $700,960 | 7,942 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $714,240 | 7,959 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $745,616 | 7,729 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $784,268 | 7,615 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $746,950 | 8,030 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $852,426 | 7,951 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $943,973 | 8,454 | Shares | Sole | 2022-06-03 | |
| 2021-12-31 | $906,440 | 8,641 | Shares | Sole | 2022-03-02 | |
| 2021-09-30 | $871,673 | 8,932 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $895,884 | 9,075 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $881,705 | 9,134 | Shares | Sole | 2021-05-26 | |
| 2020-12-31 | $812,778 | 8,877 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $848,050 | 9,576 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $779,406 | 9,756 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $776,286 | 9,598 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||