Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,424,386
-$101,970 QoQ
Shares Held
19,153
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#740
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, 2026IHT Wealth Management, LLC holds $31,978,484 across 19 Utilities - Regulated Electric names. DUK ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
56,722 | $4,978,489 | |
| 2 | SO |
Southern Co
|
51,288 | $4,908,773 | |
| 3 | D |
Dominion Energy, Inc
|
68,964 | $4,709,551 | |
| 4 | AEP |
American Electric Power Co Inc
|
24,955 | $3,414,093 | |
| 5 | DUK |
Duke Energy CORP
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|
19,153 | $2,424,386 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
13,016 | $1,392,712 | |
| 7 | ED |
Consolidated Edison Inc
|
12,358 | $1,367,164 | |
| 8 | AEE |
Ameren Corp
|
12,032 | $1,360,097 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,424,386 | 19,153 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,526,356 | 19,294 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,031,249 | 17,330 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,110,927 | 17,058 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,012,608 | 17,056 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,146,793 | 17,601 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,074,641 | 19,256 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,570,267 | 22,292 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,898,155 | 18,938 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,756,156 | 18,159 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,718,384 | 17,708 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,540,578 | 17,455 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,516,606 | 16,900 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,568,505 | 16,259 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,632,700 | 15,853 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,435,949 | 15,437 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $1,242,349 | 11,588 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,311,111 | 11,742 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,091,589 | 10,406 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $963,603 | 9,874 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,276,153 | 12,927 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,275,257 | 13,211 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,094,599 | 11,955 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $802,796 | 9,065 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $673,312 | 8,428 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $739,404 | 9,142 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||