Position in DUK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,950,218
-$67,174 QoQ
Shares Held
15,407
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#825
of 2,440 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, 2026Successful Portfolios LLC holds $4,894,249 across 7 Utilities - Regulated Electric names. DUK ranks #1 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
15,407 | $1,950,218 | |
| 2 | NEE |
Nextera Energy Inc
|
11,648 | $1,022,344 | |
| 3 | SO |
Southern Co
|
7,975 | $763,287 | |
| 4 | ETR |
Entergy Corp /De/
|
2,881 | $330,911 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
2,732 | $319,015 | |
| 6 | PPL |
PPL Corp
|
7,264 | $264,046 | |
| 7 | EXC |
Exelon Corp
|
5,243 | $244,428 |
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,950,218 | 15,407 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,017,392 | 15,407 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,807,612 | 15,422 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,434,905 | 19,676 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,324,718 | 19,701 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,403,662 | 19,707 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,123,232 | 19,707 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,272,217 | 19,707 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,982,850 | 19,783 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,001,316 | 20,694 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,054,530 | 21,172 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,693,179 | 19,184 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,739,520 | 19,384 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,920,138 | 19,904 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,067,936 | 20,079 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,844,493 | 19,829 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,122,650 | 19,799 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,213,547 | 19,824 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,074,607 | 19,777 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,932,477 | 19,802 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,893,647 | 19,182 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,851,638 | 19,182 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,691,754 | 18,477 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,636,323 | 18,477 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,476,127 | 18,477 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,472,177 | 18,202 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||