Position in DUK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,622,033
+$257,963 QoQ
Shares Held
44,415
+8.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#471
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, 2026AE Wealth Management LLC holds $414,672,322 across 27 Utilities - Regulated Electric names. DUK ranks #17 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
371,977 | $50,890,137 | |
| 2 | D |
Dominion Energy, Inc
|
472,104 | $32,239,945 | |
| 3 | ES |
Eversource Energy
|
443,297 | $32,037,042 | |
| 4 | CMS |
Cms Energy Corp
|
400,653 | $30,649,933 | |
| 5 | EIX |
Edison International
|
389,463 | $28,995,491 | |
| 6 | EXC |
Exelon Corp
|
581,581 | $27,113,268 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
230,106 | $26,869,439 | |
| 8 | LNT |
Alliant Energy Corp
|
340,356 | $25,965,730 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,622,033 | 44,415 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $5,364,070 | 40,966 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,875,253 | 50,126 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $6,072,154 | 49,068 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $3,810,928 | 32,296 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $3,661,163 | 30,017 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $3,089,005 | 28,671 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,286,853 | 28,507 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,026,334 | 40,171 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $3,308,832 | 34,214 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $15,608,010 | 160,841 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,108,477 | 137,191 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $12,774,668 | 142,352 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $15,179,168 | 157,346 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $15,393,606 | 149,467 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $12,378,264 | 133,071 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $13,641,185 | 127,238 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $13,078,512 | 117,128 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $11,658,271 | 111,137 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $10,485,655 | 107,446 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $9,760,051 | 98,866 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $8,270,979 | 85,683 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $10,809,939 | 118,064 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $11,208,330 | 126,562 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $9,984,252 | 124,975 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $10,098,353 | 124,856 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||