Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$15,934,649
+$2,086,173 QoQ
Shares Held
125,886
+19.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#268
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026Bogart Wealth, LLC holds $46,189,310 across 30 Utilities - Regulated Electric names. DUK ranks #1 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
125,886 | $15,934,649 | |
| 2 | DTE |
Dte Energy Co
|
89,506 | $13,638,029 | |
| 3 | D |
Dominion Energy, Inc
|
143,813 | $9,820,989 | |
| 4 | XEL |
Xcel Energy Inc
|
64,991 | $5,218,777 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,167 | $433,277 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,112 | $333,729 | |
| 7 | SO |
Southern Co
|
2,780 | $266,073 | |
| 8 | NEE |
Nextera Energy Inc
|
1,861 | $163,339 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,934,649 | 125,886 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $13,848,476 | 105,762 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $11,916,154 | 101,665 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $12,333,296 | 99,663 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,904,902 | 100,889 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $12,071,980 | 98,975 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,346,379 | 96,031 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $10,943,584 | 94,914 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $10,786,552 | 107,618 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,925,425 | 112,971 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $10,721,464 | 110,485 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,836,400 | 111,448 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $9,920,398 | 110,546 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $10,547,547 | 109,335 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $10,575,013 | 102,680 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $8,593,652 | 92,385 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,607,998 | 80,291 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $7,653,511 | 68,543 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $6,242,913 | 59,513 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $5,454,305 | 55,890 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $5,174,310 | 52,414 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,391,535 | 45,494 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $2,958,120 | 32,308 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $2,645,552 | 29,873 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $2,417,391 | 30,259 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $2,431,252 | 30,060 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||