Position in DUK
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$5,207,221
-$24,330 QoQ
Shares Held
39,768
-10.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026OneDigital Investment Advisors LLC holds $38,675,392 across 24 Utilities - Regulated Electric names. DUK ranks #2 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
154,834 | $14,944,577 | |
| 2 | DUK |
Duke Energy CORP
This page
|
39,768 | $5,207,221 | |
| 3 | NEE |
Nextera Energy Inc
|
29,889 | $2,776,090 | |
| 4 | ED |
Consolidated Edison Inc
|
14,834 | $1,678,912 | |
| 5 | AEP |
American Electric Power Co Inc
|
12,555 | $1,645,709 | |
| 6 | D |
Dominion Energy, Inc
|
24,925 | $1,540,863 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
14,542 | $1,177,174 | |
| 8 | ETR |
Entergy Corp /De/
|
10,280 | $1,155,060 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,207,221 | 39,768 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,231,551 | 44,634 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,248,013 | 50,489 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,786,602 | 49,039 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,001,167 | 49,202 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,285,939 | 49,062 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,879,147 | 50,990 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,443,190 | 54,307 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,691,788 | 48,514 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,842,878 | 49,906 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,799,871 | 31,723 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,628,305 | 29,288 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,789,140 | 28,912 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,778,979 | 26,983 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $649,186 | 6,979 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $735,889 | 6,864 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $736,062 | 6,592 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $653,631 | 6,231 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $550,700 | 5,643 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $507,025 | 5,136 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $407,935 | 4,226 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $382,995 | 4,183 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $291,805 | 3,295 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $424,056 | 5,308 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $441,928 | 5,464 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||