Position in DUK
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$683,899
+$81,792 QoQ
Shares Held
5,223
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026PERSONAL CFO SOLUTIONS, LLC holds $7,985,869 across 12 Utilities - Regulated Electric names. DUK ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
13,834 | $1,335,257 | |
| 2 | D |
Dominion Energy, Inc
|
21,031 | $1,300,136 | |
| 3 | NEE |
Nextera Energy Inc
|
11,455 | $1,063,940 | |
| 4 | DUK |
Duke Energy CORP
This page
|
5,223 | $683,899 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
8,315 | $673,099 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,326 | $567,052 | |
| 7 | XEL |
Xcel Energy Inc
|
7,082 | $562,594 | |
| 8 | PPL |
PPL Corp
|
13,395 | $511,689 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $683,899 | 5,223 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $602,107 | 5,137 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $688,421 | 5,563 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $638,262 | 5,409 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $734,991 | 6,026 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $658,830 | 6,115 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $653,751 | 5,670 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $572,613 | 5,713 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $547,572 | 5,662 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $513,341 | 5,290 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $458,863 | 5,199 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $434,610 | 4,843 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $523,639 | 5,428 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $537,092 | 5,215 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $471,332 | 5,067 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $554,275 | 5,170 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $580,966 | 5,203 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $540,549 | 5,153 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $549,626 | 5,632 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $552,437 | 5,596 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $539,506 | 5,589 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $512,186 | 5,594 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $500,275 | 5,649 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $629,453 | 7,879 | Shares | Defined | 2020-08-03 | |
| 2020-03-31 | $636,768 | 7,873 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||