Position in DUK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$659,355
-$98,001 QoQ
Shares Held
5,209
-9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,319
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Derivatives in DUK
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$316,159
PutShares
3,570
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cypress Wealth Services, LLC holds $2,163,742 across 6 Utilities - Regulated Electric names. DUK ranks #1 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
5,209 | $659,355 | |
| 2 | ETR |
Entergy Corp /De/
|
3,339 | $383,517 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
3,125 | $364,906 | |
| 4 | EIX |
Edison International
|
4,070 | $303,011 | |
| 5 | ES |
Eversource Energy
|
3,250 | $234,877 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,687 | $218,076 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659,355 | 5,209 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $757,356 | 5,784 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $661,884 | 5,647 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $624,690 | 5,048 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $585,988 | 4,966 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $593,506 | 4,866 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $544,410 | 5,053 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $639,915 | 5,550 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $395,006 | 3,941 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $378,329 | 3,912 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $392,914 | 4,049 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $365,308 | 4,139 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $371,433 | 4,139 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $319,798 | 3,315 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $398,262 | 3,867 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $338,685 | 3,641 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $387,564 | 3,615 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $325,265 | 2,913 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $244,102 | 2,327 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $217,820 | 2,232 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $288,064 | 2,918 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $224,432 | 2,325 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $325,678 | 3,557 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $316,159 | 3,570 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $316,284 | 3,959 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $311,954 | 3,857 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||