Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$783,277
-$319,761 QoQ
Shares Held
6,188
-26.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,223
of 2,446 holders
Holding Since
Sep 2022
14 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, 2026First Command Advisory Services, Inc. holds $3,651,859 across 23 Utilities - Regulated Electric names. DUK ranks #1 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
6,188 | $783,277 | |
| 2 | NEE |
Nextera Energy Inc
|
8,743 | $767,373 | |
| 3 | D |
Dominion Energy, Inc
|
6,496 | $443,611 | |
| 4 | SO |
Southern Co
|
2,009 | $192,280 | |
| 5 | DTE |
Dte Energy Co
|
3,162 | $158,885 | |
| 6 | EVRG |
Evergy, Inc.
|
1,652 | $142,782 | |
| 7 | EXC |
Exelon Corp
|
2,865 | $133,566 | |
| 8 | PPL |
PPL Corp
|
3,548 | $128,969 |
All Filings in DUK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $783,277 | 6,188 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,103,038 | 8,424 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $964,052 | 8,225 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,006,582 | 8,134 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,025,774 | 8,693 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,013,692 | 8,311 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $743,729 | 6,903 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $795,915 | 6,903 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $710,831 | 7,092 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $727,549 | 7,523 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $771,370 | 7,949 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $691,870 | 7,839 | Shares | Sole | 2023-11-08 | |
| 2022-12-31 | $5,149 | 50 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,511 | 27 | Shares | Sole | 2022-10-24 | |
| No filing history on record for this holder in this stock. | ||||||