Position in DUK
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$341,512
+$19,726 QoQ
Shares Held
2,698
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,734
of 2,446 holders
Holding Since
Mar 2021
18 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, 2026Proficio Capital Partners LLC holds $6,308,502 across 14 Utilities - Regulated Electric names. DUK ranks #8 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,519 | $1,362,102 | |
| 2 | EIX |
Edison International
|
11,312 | $842,178 | |
| 3 | PCG |
PG&E Corp
|
37,017 | $622,625 | |
| 4 | ES |
Eversource Energy
|
6,625 | $478,788 | |
| 5 | ETR |
Entergy Corp /De/
|
3,881 | $445,771 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,012 | $412,071 | |
| 7 | SO |
Southern Co
|
3,977 | $380,638 | |
| 8 | DUK |
Duke Energy CORP
This page
|
2,698 | $341,512 |
All Filings in DUK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,512 | 2,698 | Shares | Sole | 2026-08-17 | |
| 2025-06-30 | $321,786 | 2,727 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $320,537 | 2,628 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $281,740 | 2,615 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $226,319 | 2,258 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $227,945 | 2,357 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $239,785 | 2,471 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $244,303 | 2,768 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $259,528 | 2,892 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $413,856 | 4,290 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $381,165 | 3,701 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $282,687 | 3,039 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $308,121 | 2,874 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $309,298 | 2,770 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $247,144 | 2,356 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $228,263 | 2,339 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $210,273 | 2,130 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $234,760 | 2,432 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||