Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,872,082
-$396,431 QoQ
Shares Held
30,590
-6.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#592
of 2,440 holders
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 Jun 30, 2026Sowell Financial Services LLC holds $23,151,278 across 28 Utilities - Regulated Electric names. DUK ranks #1 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
30,590 | $3,872,082 | |
| 2 | FE |
Firstenergy Corp
|
69,833 | $3,319,860 | |
| 3 | ETR |
Entergy Corp /De/
|
25,483 | $2,926,977 | |
| 4 | NEE |
Nextera Energy Inc
|
28,521 | $2,503,288 | |
| 5 | SO |
Southern Co
|
24,007 | $2,297,709 | |
| 6 | EXC |
Exelon Corp
|
18,943 | $883,122 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
7,785 | $832,995 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,439 | $607,299 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,872,082 | 30,590 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,268,513 | 32,599 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,932,864 | 33,554 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,030,166 | 32,567 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,817,536 | 32,352 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,975,734 | 32,596 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,463,948 | 32,151 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,835,454 | 33,265 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $3,348,584 | 33,409 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,764,436 | 38,925 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,669,179 | 37,811 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,160,767 | 35,812 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,262,228 | 36,352 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,361,392 | 24,478 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,308,244 | 32,122 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,869,853 | 30,852 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,036,294 | 28,321 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $1,893,969 | 18,055 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,354,358 | 24,125 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $2,219,719 | 22,485 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $4,130,711 | 42,792 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,312,274 | 36,176 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $893,393 | 10,088 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $970,104 | 12,143 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,492,802 | 18,457 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||