Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$88,742,200
-$1,504,790 QoQ
Shares Held
701,076
+1.7% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#99
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026Cetera Investment Advisers holds $639,554,608 across 34 Utilities - Regulated Electric names. DUK ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,087,760 | $95,472,695 | |
| 2 | DUK |
Duke Energy CORP
This page
|
701,076 | $88,742,200 | |
| 3 | SO |
Southern Co
|
819,582 | $78,442,193 | |
| 4 | AEP |
American Electric Power Co Inc
|
304,753 | $41,693,257 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
267,675 | $31,256,409 | |
| 6 | ETR |
Entergy Corp /De/
|
269,035 | $30,901,360 | |
| 7 | D |
Dominion Energy, Inc
|
358,796 | $24,502,178 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
265,237 | $21,526,634 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,742,200 | 701,076 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $90,246,990 | 689,224 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $77,459,635 | 660,862 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $79,048,777 | 638,778 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $60,490,222 | 512,629 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $59,935,570 | 491,396 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $47,865,649 | 444,270 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $49,676,197 | 430,843 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $43,620,096 | 435,200 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $44,179,158 | 456,821 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $15,400,636 | 158,704 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,803,980 | 133,741 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,517,079 | 117,195 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $9,949,144 | 103,132 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,041,422 | 97,499 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,908,258 | 63,516 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,612,231 | 71,003 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,591,567 | 76,944 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,036,598 | 76,612 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,779,870 | 69,473 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $6,600,715 | 66,863 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,756,276 | 59,632 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,807,742 | 63,431 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,814,505 | 20,489 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,504,568 | 18,833 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,338,806 | 16,553 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||