Steward Partners Investment Advisory, LLC
Position in DUK — Duke Energy CORP
CIK 1723397
STAMFORD, CT
Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,935,120
-$1,178,375 QoQ
Shares Held
196,991
-1.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#210
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)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $177,883,380 across 36 Utilities - Regulated Electric names. DUK ranks #4 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
568,426 | $49,890,750 | |
| 2 | ETR |
Entergy Corp /De/
|
218,078 | $25,048,439 | |
| 3 | AEP |
American Electric Power Co Inc
|
182,456 | $24,961,805 | |
| 4 | DUK |
Duke Energy CORP
This page
|
196,991 | $24,935,120 | |
| 5 | SO |
Southern Co
|
174,167 | $16,669,523 | |
| 6 | D |
Dominion Energy, Inc
|
149,586 | $10,215,227 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,031 | $4,207,339 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
40,184 | $3,261,333 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,935,120 | 196,991 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $26,113,495 | 199,431 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $22,737,216 | 193,987 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $22,669,143 | 183,185 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $19,919,108 | 168,806 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $20,680,867 | 169,557 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,535,333 | 116,348 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,038,825 | 87,067 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,204,637 | 61,904 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,725,908 | 59,207 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,098,287 | 52,538 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,789,605 | 54,267 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,070,579 | 56,503 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,474,576 | 56,749 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,664,861 | 55,004 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,867,736 | 52,330 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,616,517 | 52,388 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,849,979 | 52,391 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,459,205 | 52,042 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,358,666 | 54,910 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,359,607 | 54,291 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,365,960 | 65,948 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,630,738 | 50,576 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,212,533 | 47,567 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $3,607,752 | 45,159 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,145,423 | 38,890 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||