Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,471,347
-$13,894 QoQ
Shares Held
19,524
+2.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#730
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, 2026Wealthspire Advisors, LLC holds $21,381,387 across 18 Utilities - Regulated Electric names. DUK ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,421 | $5,566,461 | |
| 2 | DUK |
Duke Energy CORP
This page
|
19,524 | $2,471,347 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,222 | $1,945,711 | |
| 4 | ED |
Consolidated Edison Inc
|
13,533 | $1,497,155 | |
| 5 | SO |
Southern Co
|
14,045 | $1,344,246 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
11,268 | $1,315,764 | |
| 7 | EXC |
Exelon Corp
|
27,601 | $1,286,758 | |
| 8 | D |
Dominion Energy, Inc
|
16,470 | $1,124,736 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,471,347 | 19,524 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,485,241 | 18,980 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,115,910 | 26,584 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,681,167 | 21,666 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,682,022 | 22,729 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,776,159 | 22,761 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,600,628 | 24,138 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,954,677 | 25,626 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,633,042 | 26,270 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,567,360 | 26,547 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,693,927 | 27,761 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,043,748 | 23,156 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $961,564 | 10,715 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,068,212 | 11,073 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,184,590 | 11,502 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $845,458 | 9,089 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $971,858 | 9,065 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $873,627 | 7,824 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,288,801 | 12,286 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,689,087 | 17,308 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $486,294 | 4,926 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,609,058 | 16,669 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,086,359 | 11,865 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $489,559 | 5,528 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $490,284 | 6,137 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,009,463 | 12,481 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||