Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$311,007
-$11,629 QoQ
Shares Held
2,457
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,804
of 2,446 holders
Holding Since
Sep 2025
4 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, 2026Krilogy Financial LLC holds $26,445,803 across 17 Utilities - Regulated Electric names. DUK ranks #14 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
77,855 | $8,800,729 | |
| 2 | EIX |
Edison International
|
53,171 | $3,958,580 | |
| 3 | PCG |
PG&E Corp
|
200,332 | $3,369,584 | |
| 4 | NEE |
Nextera Energy Inc
|
24,664 | $2,164,759 | |
| 5 | ES |
Eversource Energy
|
22,043 | $1,593,047 | |
| 6 | ED |
Consolidated Edison Inc
|
12,897 | $1,426,795 | |
| 7 | SO |
Southern Co
|
10,518 | $1,006,677 | |
| 8 | EVRG |
Evergy, Inc.
|
6,580 | $568,709 |
All Filings in DUK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,007 | 2,457 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $322,636 | 2,464 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $291,266 | 2,485 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $464,186 | 3,751 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||