Position in DUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,598,741
-$146,240 QoQ
Shares Held
52,131
+1.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#420
of 2,440 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, 2026CHOREO, LLC holds $55,129,983 across 30 Utilities - Regulated Electric names. DUK ranks #2 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
109,444 | $9,605,899 | |
| 2 | DUK |
Duke Energy CORP
This page
|
52,131 | $6,598,741 | |
| 3 | SO |
Southern Co
|
54,018 | $5,170,062 | |
| 4 | LNT |
Alliant Energy Corp
|
56,581 | $4,316,564 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
47,429 | $3,849,337 | |
| 6 | AEP |
American Electric Power Co Inc
|
21,286 | $2,912,137 | |
| 7 | D |
Dominion Energy, Inc
|
34,244 | $2,338,522 | |
| 8 | NGG |
National Grid PLC
|
26,727 | $2,214,866 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,598,741 | 52,131 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,744,981 | 51,512 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,913,127 | 50,449 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,010,785 | 48,572 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,084,974 | 43,093 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,183,846 | 42,501 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,823,627 | 44,771 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,349,574 | 46,397 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,515,361 | 45,050 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,467,458 | 25,514 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,012,318 | 20,737 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,910,917 | 21,651 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,913,795 | 21,326 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,024,037 | 20,981 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $948,537 | 9,210 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $853,737 | 9,178 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,265,935 | 11,808 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,111,351 | 9,953 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,203,832 | 11,476 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,235,684 | 12,662 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,235,184 | 12,512 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,205,080 | 12,484 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,146,056 | 12,517 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,410,495 | 15,927 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,531,091 | 19,165 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,655,856 | 20,473 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||