Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,449,829
+$427,068 QoQ
Shares Held
19,354
+25.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#735
of 2,446 holders
Holding Since
Jun 2023
13 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, 2026AlphaCore Capital LLC holds $26,158,765 across 23 Utilities - Regulated Electric names. DUK ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
60,764 | $5,333,256 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
28,056 | $3,276,099 | |
| 3 | DUK |
Duke Energy CORP
This page
|
19,354 | $2,449,829 | |
| 4 | SO |
Southern Co
|
23,061 | $2,207,168 | |
| 5 | ES |
Eversource Energy
|
29,274 | $2,115,631 | |
| 6 | PCG |
PG&E Corp
|
57,971 | $975,072 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
11,707 | $950,140 | |
| 8 | DTE |
Dte Energy Co
|
6,155 | $937,837 |
All Filings in DUK
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,449,829 | 19,354 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,022,761 | 15,448 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,361,898 | 20,151 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,213,987 | 9,810 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $697,616 | 5,912 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $538,253 | 4,413 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $404,671 | 3,756 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $431,913 | 3,746 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $386,085 | 3,852 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $368,368 | 3,809 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $361,376 | 3,724 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $383,489 | 4,345 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $332,576 | 3,706 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||