Position in DUK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$96,580
-$3,327 QoQ
Shares Held
763
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,196
of 2,446 holders
Holding Since
Jun 2022
17 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, 2026Moisand Fitzgerald Tamayo, LLC holds $1,208,005 across 8 Utilities - Regulated Electric names. DUK ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
4,893 | $571,355 | |
| 2 | NEE |
Nextera Energy Inc
|
4,850 | $425,684 | |
| 3 | DUK |
Duke Energy CORP
This page
|
763 | $96,580 | |
| 4 | EVRG |
Evergy, Inc.
|
534 | $46,153 | |
| 5 | EXC |
Exelon Corp
|
656 | $30,582 | |
| 6 | CNP |
Centerpoint Energy Inc
|
315 | $13,872 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
168 | $13,634 | |
| 8 | SO |
Southern Co
|
106 | $10,145 |
All Filings in DUK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,580 | 763 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $99,907 | 763 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $89,431 | 763 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $94,421 | 763 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $90,034 | 763 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $93,063 | 763 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $82,205 | 763 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $87,973 | 763 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $76,475 | 763 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $73,789 | 763 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $74,041 | 763 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $74,844 | 848 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $76,099 | 848 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $81,806 | 848 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $87,335 | 848 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $75,904 | 816 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $81,801 | 763 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||