Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$761,631
+$49,319 QoQ
Shares Held
6,017
+10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#416
of 972 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 6%
Shared 94%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Venturi Wealth Management, LLC holds $12,033,762 across 18 Utilities - Regulated Electric names. DUK ranks #8 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
21,232 | $1,863,531 | |
| 2 | SO |
Southern Co
|
14,699 | $1,406,841 | |
| 3 | ED |
Consolidated Edison Inc
|
7,921 | $876,299 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
7,248 | $846,348 | |
| 5 | CNP |
Centerpoint Energy Inc
|
18,974 | $835,614 | |
| 6 | NGG |
National Grid PLC
|
10,017 | $830,108 | |
| 7 | XEL |
Xcel Energy Inc
|
9,552 | $767,025 | |
| 8 | DUK |
Duke Energy CORP
This page
|
6,017 | $761,631 |
All Filings in DUK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,631 | 6,017 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $712,312 | 5,440 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $580,657 | 4,954 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $613,428 | 4,957 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $567,698 | 4,811 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $549,352 | 4,504 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $450,137 | 4,178 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $558,628 | 4,845 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $539,437 | 5,382 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $133,459 | 1,380 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $122,851 | 1,266 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $101,498 | 1,150 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $102,841 | 1,146 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $148,370 | 1,538 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $209,790 | 2,037 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $266,687 | 2,867 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $339,534 | 3,167 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $282,164 | 2,527 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $265,082 | 2,527 | Shares | Sole | 2022-02-08 | |
| 2020-03-31 | $336,703 | 4,163 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||