Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,184,662
+$554,710 QoQ
Shares Held
9,359
+94.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,037
of 2,446 holders
Holding Since
Mar 2021
20 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, 2026NWAM LLC holds $5,145,240 across 7 Utilities - Regulated Electric names. DUK ranks #1 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
9,359 | $1,184,662 | |
| 2 | SO |
Southern Co
|
10,766 | $1,030,413 | |
| 3 | EIX |
Edison International
|
12,425 | $925,041 | |
| 4 | NEE |
Nextera Energy Inc
|
9,914 | $870,151 | |
| 5 | D |
Dominion Energy, Inc
|
7,260 | $495,785 | |
| 6 | ES |
Eversource Energy
|
4,734 | $342,126 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,544 | $297,062 |
All Filings in DUK
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,184,662 | 9,359 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $629,952 | 4,811 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $586,167 | 5,001 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $651,543 | 5,265 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $668,824 | 5,668 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $641,684 | 5,261 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $567,789 | 5,270 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $585,954 | 5,082 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $257,925 | 2,667 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $252,692 | 2,604 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $232,212 | 2,631 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $276,219 | 3,078 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $279,666 | 2,899 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $323,388 | 3,140 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $269,851 | 2,901 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $318,306 | 2,969 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $303,603 | 2,719 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $233,927 | 2,230 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $223,502 | 2,264 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $313,432 | 3,247 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||