Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$453,662
-$28,459 QoQ
Shares Held
3,584
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,539
of 2,440 holders
Holding Since
Sep 2021
18 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, 2026LexAurum Advisors, LLC holds $3,101,795 across 7 Utilities - Regulated Electric names. DUK ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
5,874 | $803,621 | |
| 2 | DUK |
Duke Energy CORP
This page
|
3,584 | $453,662 | |
| 3 | LNT |
Alliant Energy Corp
|
5,847 | $446,067 | |
| 4 | NEE |
Nextera Energy Inc
|
4,938 | $433,408 | |
| 5 | EVRG |
Evergy, Inc.
|
4,894 | $422,988 | |
| 6 | SO |
Southern Co
|
3,089 | $295,648 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,036 | $246,401 |
All Filings in DUK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,662 | 3,584 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $482,121 | 3,682 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $320,388 | 2,589 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $291,696 | 2,472 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $303,217 | 2,486 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $270,642 | 2,512 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $215,956 | 1,873 | Shares | Sole | 2024-10-17 | |
| 2024-03-31 | $215,953 | 2,233 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $218,437 | 2,251 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $211,912 | 2,401 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $215,465 | 2,401 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $237,123 | 2,458 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $253,149 | 2,458 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $228,643 | 2,458 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $263,522 | 2,458 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $263,294 | 2,358 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $258,578 | 2,465 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $210,599 | 2,158 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||