Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,606,770
-$1,082,322 QoQ
Shares Held
28,494
-20.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#613
of 2,440 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, 2026AlphaStar Capital Management, LLC holds $7,873,718 across 7 Utilities - Regulated Electric names. DUK ranks #1 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
28,494 | $3,606,770 | |
| 2 | EXC |
Exelon Corp
|
37,546 | $1,750,394 | |
| 3 | D |
Dominion Energy, Inc
|
11,072 | $756,106 | |
| 4 | ES |
Eversource Energy
|
7,186 | $519,332 | |
| 5 | EVRG |
Evergy, Inc.
|
5,603 | $484,267 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
3,841 | $448,513 | |
| 7 | NEE |
Nextera Energy Inc
|
3,513 | $308,336 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,606,770 | 28,494 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,689,092 | 35,811 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,234,012 | 44,655 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,218,290 | 42,168 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,078,956 | 43,042 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,221,291 | 42,808 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,303,889 | 39,947 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,841,450 | 33,317 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,804,234 | 27,978 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,253,439 | 23,301 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,342,451 | 13,834 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $840,676 | 9,525 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $645,051 | 7,188 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $773,399 | 8,017 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $11,338,581 | 110,094 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $10,888,735 | 117,058 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $10,959,542 | 102,225 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $10,916,663 | 97,767 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $9,869,411 | 94,084 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $9,102,414 | 93,272 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $305,143 | 3,091 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $320,865 | 3,324 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $627,369 | 6,852 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $230,344 | 2,601 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $211,948 | 2,653 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $232,772 | 2,878 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||