Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,503,390
-$53,617 QoQ
Shares Held
11,877
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#940
of 2,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Alpha Omega Wealth Management LLC holds $12,050,131 across 7 Utilities - Regulated Electric names. DUK ranks #4 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
32,774 | $4,483,810 | |
| 2 | LNT |
Alliant Energy Corp
|
41,130 | $3,137,807 | |
| 3 | D |
Dominion Energy, Inc
|
23,327 | $1,593,000 | |
| 4 | DUK |
Duke Energy CORP
This page
|
11,877 | $1,503,390 | |
| 5 | NEE |
Nextera Energy Inc
|
7,245 | $635,893 | |
| 6 | EXC |
Exelon Corp
|
8,145 | $379,719 | |
| 7 | SO |
Southern Co
|
3,307 | $316,512 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,503,390 | 11,877 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,557,007 | 11,891 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,553,384 | 13,253 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,634,737 | 13,210 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,588,398 | 13,461 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,704,164 | 13,972 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,403,313 | 13,025 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,478,146 | 12,820 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,426,172 | 14,229 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,388,368 | 14,356 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,457,055 | 15,015 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,325,400 | 15,017 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,377,778 | 15,353 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,533,487 | 15,896 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,340,583 | 32,436 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,343,940 | 46,699 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $5,275,589 | 49,208 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $6,146,771 | 55,049 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $5,979,719 | 57,004 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $5,565,850 | 57,033 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $5,701,178 | 57,751 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $5,543,331 | 57,426 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $5,085,150 | 55,539 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $4,889,309 | 55,209 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,369,903 | 54,699 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $4,501,052 | 55,651 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||