Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,139,779
+$4,035,773 QoQ
Shares Held
95,906
+55.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#299
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lido Advisors, LLC holds $125,158,864 across 29 Utilities - Regulated Electric names. DUK ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
330,323 | $28,992,448 | |
| 2 | SO |
Southern Co
|
163,484 | $15,647,052 | |
| 3 | DUK |
Duke Energy CORP
This page
|
95,906 | $12,139,779 | |
| 4 | AEP |
American Electric Power Co Inc
|
74,857 | $10,241,183 | |
| 5 | D |
Dominion Energy, Inc
|
102,192 | $6,978,690 | |
| 6 | DTE |
Dte Energy Co
|
44,847 | $6,833,336 | |
| 7 | ED |
Consolidated Edison Inc
|
56,499 | $6,250,484 | |
| 8 | FE |
Firstenergy Corp
|
97,434 | $4,632,012 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,139,779 | 95,906 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $8,104,006 | 61,891 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,665,730 | 56,870 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $6,673,960 | 53,931 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,408,530 | 45,835 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,624,735 | 37,917 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,570,070 | 33,136 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,564,267 | 30,913 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,929,821 | 29,231 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,518,133 | 26,038 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,598,245 | 26,775 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,593,166 | 29,381 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,829,053 | 31,525 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,967,609 | 30,762 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,787,732 | 27,068 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,339,359 | 25,149 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,673,174 | 24,934 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,745,942 | 24,592 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $2,549,909 | 24,308 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,350,552 | 24,086 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $1,867,683 | 18,919 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,380,765 | 14,304 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,292,277 | 14,114 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,477,889 | 16,688 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,183,650 | 14,816 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,334,358 | 16,498 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||