Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$28,030,381
-$58,344 QoQ
Shares Held
221,444
+3.2% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#193
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $105,821,940 across 20 Utilities - Regulated Electric names. DUK ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
342,150 | $32,747,176 | |
| 2 | DUK |
Duke Energy CORP
This page
|
221,444 | $28,030,381 | |
| 3 | NEE |
Nextera Energy Inc
|
249,800 | $21,924,945 | |
| 4 | IDA |
Idacorp Inc
|
64,018 | $9,685,923 | |
| 5 | XEL |
Xcel Energy Inc
|
31,270 | $2,510,981 | |
| 6 | ETR |
Entergy Corp /De/
|
14,271 | $1,639,167 | |
| 7 | ED |
Consolidated Edison Inc
|
13,170 | $1,456,997 | |
| 8 | AEP |
American Electric Power Co Inc
|
10,547 | $1,442,935 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,030,381 | 221,444 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $28,088,725 | 214,516 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $25,368,815 | 216,439 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,602,761 | 206,891 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,775,062 | 193,009 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $19,392,985 | 158,998 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,304,424 | 132,768 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,283,024 | 106,531 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $9,201,615 | 91,805 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,220,271 | 74,659 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,582,805 | 67,836 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,351,260 | 15,310 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,118,519 | 12,464 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,324,822 | 13,733 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,433,620 | 13,920 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,284,606 | 13,810 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,273,762 | 11,881 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,038,772 | 9,303 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $865,110 | 8,247 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $733,096 | 7,512 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $749,778 | 7,595 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $504,465 | 5,226 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $475,013 | 5,188 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $444,571 | 5,020 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $407,119 | 5,096 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $412,164 | 5,096 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||