Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,211,804
-$308,364 QoQ
Shares Held
41,174
-2.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#500
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $36,052,907 across 32 Utilities - Regulated Electric names. DUK ranks #1 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
41,174 | $5,211,804 | |
| 2 | NEE |
Nextera Energy Inc
|
55,230 | $4,847,537 | |
| 3 | PPL |
PPL Corp
|
123,238 | $4,479,701 | |
| 4 | SO |
Southern Co
|
35,414 | $3,389,473 | |
| 5 | ETR |
Entergy Corp /De/
|
24,127 | $2,771,227 | |
| 6 | EIX |
Edison International
|
27,478 | $2,045,737 | |
| 7 | D |
Dominion Energy, Inc
|
25,484 | $1,740,302 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
14,731 | $1,720,138 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,211,804 | 41,174 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,520,168 | 42,158 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,266,948 | 44,936 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,085,211 | 24,931 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,792,116 | 23,662 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,821,288 | 23,131 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,536,738 | 23,545 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,310,378 | 28,711 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $4,130,879 | 41,214 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,712,987 | 38,393 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $2,130,610 | 21,956 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $3,889,529 | 44,069 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,309,997 | 25,741 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,922,848 | 30,298 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5,456 | 70,376 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,482,633 | 48,190 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $34,628 | 323 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,830,134 | 25,346 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $2,325,108 | 22,165 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,240,471 | 22,958 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,904,802 | 19,295 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,748,834 | 18,117 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,552,674 | 16,958 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,699,023 | 19,185 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,490,907 | 18,662 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,437,237 | 17,770 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||