Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$983,146
-$57,303 QoQ
Shares Held
7,767
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,108
of 2,440 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, 2026Fiduciary Group, LLC holds $12,399,095 across 7 Utilities - Regulated Electric names. DUK ranks #2 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
90,779 | $8,688,458 | |
| 2 | DUK |
Duke Energy CORP
This page
|
7,767 | $983,146 | |
| 3 | NEE |
Nextera Energy Inc
|
9,074 | $796,424 | |
| 4 | EIX |
Edison International
|
9,774 | $727,674 | |
| 5 | D |
Dominion Energy, Inc
|
6,481 | $442,587 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,401 | $438,345 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,357 | $322,461 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $983,146 | 7,767 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,040,449 | 7,946 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $950,104 | 8,106 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $940,005 | 7,596 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $896,328 | 7,596 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $926,484 | 7,596 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $813,006 | 7,546 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $870,053 | 7,546 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $771,370 | 7,696 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $780,933 | 8,075 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $788,838 | 8,129 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $784,896 | 8,893 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $798,057 | 8,893 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $857,907 | 8,893 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $939,268 | 9,120 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $851,412 | 9,153 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $964,246 | 8,994 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $818,802 | 7,333 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $765,665 | 7,299 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $712,309 | 7,299 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $737,240 | 7,468 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $706,310 | 7,317 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $632,313 | 6,906 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $627,181 | 7,082 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $611,478 | 7,654 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $609,916 | 7,541 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||