Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,212,112
+$25,676 QoQ
Shares Held
17,476
+4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#781
of 2,446 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $16,108,587 across 18 Utilities - Regulated Electric names. DUK ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
47,676 | $4,184,522 | |
| 2 | DUK |
Duke Energy CORP
This page
|
17,476 | $2,212,112 | |
| 3 | SO |
Southern Co
|
22,829 | $2,184,963 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,264 | $993,787 | |
| 5 | NGG |
National Grid PLC
|
10,445 | $865,577 | |
| 6 | ED |
Consolidated Edison Inc
|
6,035 | $667,652 | |
| 7 | ETR |
Entergy Corp /De/
|
4,729 | $543,172 | |
| 8 | ES |
Eversource Energy
|
6,845 | $494,688 |
All Filings in DUK
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,212,112 | 17,476 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,186,436 | 16,698 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,826,014 | 15,579 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,873,451 | 15,139 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,463,554 | 12,403 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,279,221 | 10,488 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $776,589 | 7,208 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $811,020 | 7,034 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $544,950 | 5,437 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $497,669 | 5,146 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $425,035 | 4,380 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $383,313 | 4,343 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $360,575 | 4,018 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $456,013 | 4,727 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $513,611 | 4,987 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $951,036 | 10,224 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $581,614 | 5,425 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $430,002 | 3,851 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $322,882 | 3,078 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $226,896 | 2,325 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $215,209 | 2,180 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||