Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,131,873
-$361,229 QoQ
Shares Held
8,942
-21.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#332
of 972 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $17,096,192 across 41 Utilities - Regulated Electric names. DUK ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,514 | $3,111,911 | |
| 2 | EIX |
Edison International
|
20,087 | $1,495,473 | |
| 3 | NEE |
Nextera Energy Inc
|
13,786 | $1,209,990 | |
| 4 | PCG |
PG&E Corp
|
69,390 | $1,167,136 | |
| 5 | DUK |
Duke Energy CORP
This page
|
8,942 | $1,131,873 | |
| 6 | ETR |
Entergy Corp /De/
|
8,451 | $970,676 | |
| 7 | XEL |
Xcel Energy Inc
|
11,091 | $890,605 | |
| 8 | ES |
Eversource Energy
|
11,331 | $818,887 |
All Filings in DUK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,131,873 | 8,942 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,493,102 | 11,403 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,052,189 | 8,977 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,182,925 | 9,559 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,087,724 | 9,218 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,673,425 | 13,720 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,384,671 | 12,852 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,372,759 | 11,906 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,170,181 | 11,675 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $791,567 | 8,185 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $483,159 | 4,979 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $274,927 | 3,115 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $263,474 | 2,936 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $315,841 | 3,274 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $422,464 | 4,102 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $269,198 | 2,894 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $271,776 | 2,535 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $279,594 | 2,504 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $255,955 | 2,440 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||