Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$529,990
-$310,644 QoQ
Shares Held
4,187
-34.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,438
of 2,452 holders
Holding Since
Dec 2021
18 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, 2026Strategic Wealth Partners, Ltd. holds $17,023,311 across 20 Utilities - Regulated Electric names. DUK ranks #3 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
158,209 | $13,886,003 | |
| 2 | ETR |
Entergy Corp /De/
|
8,321 | $955,750 | |
| 3 | DUK |
Duke Energy CORP
This page
|
4,187 | $529,990 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,346 | $457,766 | |
| 5 | SO |
Southern Co
|
4,109 | $393,272 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,779 | $387,863 | |
| 7 | FE |
Firstenergy Corp
|
1,789 | $85,049 | |
| 8 | EVRG |
Evergy, Inc.
|
877 | $75,799 |
All Filings in DUK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,990 | 4,187 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $840,634 | 6,420 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,182,241 | 52,745 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $8,852,456 | 71,535 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,991,196 | 67,722 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $7,108,361 | 65,977 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,831,297 | 50,575 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,965,293 | 49,539 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $4,765,868 | 49,280 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $5,095,085 | 52,505 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $6,343,687 | 71,875 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $6,025,233 | 67,141 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $6,089,282 | 63,121 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $5,234,775 | 50,828 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $4,931,176 | 53,012 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $5,568,380 | 51,939 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $5,993,462 | 53,676 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $6,063,849 | 57,806 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||