Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,130,865
-$7,134 QoQ
Shares Held
8,934
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
4.43%
of 13F equity value
Holder Rank
#1,059
of 2,446 holders
Holding Since
Sep 2020
24 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, 2026HORIZON FINANCIAL SERVICES, LLC holds $1,388,102 across 9 Utilities - Regulated Electric names. DUK ranks #1 (81.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
8,934 | $1,130,865 | |
| 2 | SO |
Southern Co
|
1,188 | $113,703 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
475 | $38,551 | |
| 4 | D |
Dominion Energy, Inc
|
468 | $31,959 | |
| 5 | EIX |
Edison International
|
378 | $28,142 | |
| 6 | PPL |
PPL Corp
|
644 | $23,409 | |
| 7 | EXC |
Exelon Corp
|
312 | $14,545 | |
| 8 | NEE |
Nextera Energy Inc
|
63 | $5,529 |
All Filings in DUK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,130,865 | 8,934 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,137,999 | 8,691 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,018,554 | 8,690 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,145,925 | 9,260 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $940,814 | 7,973 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $972,466 | 7,973 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $868,061 | 8,057 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,009,682 | 8,757 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $806,651 | 8,048 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $782,577 | 8,092 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $349,732 | 3,604 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $329,915 | 3,738 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $305,744 | 3,407 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $306,388 | 3,176 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $534,724 | 5,192 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $482,215 | 5,184 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $793,997 | 7,406 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $878,540 | 7,868 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $784,022 | 7,474 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $778,085 | 7,973 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $882,458 | 8,939 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,110,288 | 11,502 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,344,924 | 14,689 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,316,444 | 14,865 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||