Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$593,660
-$55,802 QoQ
Shares Held
4,690
-5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,376
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, 2026SeaCrest Wealth Management, LLC holds $6,171,794 across 10 Utilities - Regulated Electric names. DUK ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
9,598 | $1,452,177 | |
| 2 | SO |
Southern Co
|
10,461 | $1,001,222 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,869 | $802,937 | |
| 4 | DUK |
Duke Energy CORP
This page
|
4,690 | $593,660 | |
| 5 | NEE |
Nextera Energy Inc
|
6,563 | $576,034 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,622 | $456,281 | |
| 7 | D |
Dominion Energy, Inc
|
6,382 | $435,826 | |
| 8 | ED |
Consolidated Edison Inc
|
3,105 | $343,506 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,660 | 4,690 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $649,462 | 4,960 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $585,463 | 4,995 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $618,131 | 4,995 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $598,260 | 5,070 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $756,823 | 6,205 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $643,746 | 5,975 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $673,236 | 5,839 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $610,701 | 6,093 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $579,776 | 5,995 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $991,263 | 10,215 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $881,629 | 9,989 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $888,964 | 9,906 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $901,898 | 9,349 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $932,059 | 9,050 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $861,179 | 9,258 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,135,246 | 10,589 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,126,091 | 10,085 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,103,757 | 10,522 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $986,927 | 10,113 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $892,823 | 9,044 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $866,549 | 8,977 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $841,527 | 9,191 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $821,925 | 9,281 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $750,326 | 9,392 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $772,323 | 9,549 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||