Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,337,950
-$90,605 QoQ
Shares Held
10,570
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#987
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 23%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Belpointe Asset Management LLC holds $19,774,302 across 15 Utilities - Regulated Electric names. DUK ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
75,013 | $6,583,891 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
40,721 | $4,754,991 | |
| 3 | D |
Dominion Energy, Inc
|
22,308 | $1,523,413 | |
| 4 | DUK |
Duke Energy CORP
This page
|
10,570 | $1,337,950 | |
| 5 | SO |
Southern Co
|
10,930 | $1,046,110 | |
| 6 | ED |
Consolidated Edison Inc
|
8,268 | $914,688 | |
| 7 | ES |
Eversource Energy
|
12,165 | $879,164 | |
| 8 | ETR |
Entergy Corp /De/
|
4,897 | $562,469 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,337,950 | 10,570 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $1,428,555 | 10,910 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $1,101,070 | 9,394 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $1,090,980 | 8,816 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,096,456 | 9,292 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $1,269,463 | 10,408 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $1,130,192 | 10,490 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,212,264 | 10,514 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $700,507 | 6,989 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $706,273 | 7,303 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $925,470 | 9,537 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $740,236 | 8,387 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $713,881 | 7,955 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,872,000 | 19,405 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,986,986 | 19,293 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,793,518 | 19,281 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,658,753 | 15,472 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,981,630 | 17,747 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,814,140 | 17,294 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,384,606 | 14,188 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,260,851 | 12,772 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,124,960 | 11,654 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,134,977 | 12,396 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,156,062 | 13,054 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $970,423 | 12,147 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,327,402 | 16,412 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||