Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,329,451
-$676,931 QoQ
Shares Held
18,403
-19.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#765
of 2,446 holders
Holding Since
Mar 2020
22 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, 2026Wealthcare Advisory Partners LLC holds $21,287,967 across 13 Utilities - Regulated Electric names. DUK ranks #2 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
50,770 | $4,859,196 | |
| 2 | DUK |
Duke Energy CORP
This page
|
18,403 | $2,329,451 | |
| 3 | AEP |
American Electric Power Co Inc
|
16,282 | $2,227,540 | |
| 4 | NEE |
Nextera Energy Inc
|
25,002 | $2,194,425 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
18,681 | $1,998,867 | |
| 6 | ETR |
Entergy Corp /De/
|
13,132 | $1,508,341 | |
| 7 | EXC |
Exelon Corp
|
31,766 | $1,480,930 | |
| 8 | ED |
Consolidated Edison Inc
|
10,209 | $1,129,421 |
All Filings in DUK
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,329,451 | 18,403 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,006,382 | 22,960 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,672,505 | 22,801 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,981,361 | 16,011 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,865,580 | 15,810 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,912,489 | 15,680 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,569,879 | 14,571 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,727,539 | 14,983 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,373,351 | 13,702 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,265,450 | 13,085 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,077,144 | 11,100 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $903,782 | 10,240 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $845,530 | 9,422 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $881,060 | 9,133 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $898,278 | 8,722 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $874,667 | 9,403 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $515,787 | 4,811 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $455,126 | 4,076 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $285,537 | 2,722 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $228,555 | 2,342 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $166,900 | 1,729 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $60,740 | 751 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||