Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$344,297
-$266,930 QoQ
Shares Held
2,720
-41.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,724
of 2,446 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, 2026Sound Income Strategies, LLC holds $24,310,440 across 10 Utilities - Regulated Electric names. DUK ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
254,130 | $18,365,975 | |
| 2 | EIX |
Edison International
|
28,850 | $2,147,882 | |
| 3 | NEE |
Nextera Energy Inc
|
16,158 | $1,418,187 | |
| 4 | EVRG |
Evergy, Inc.
|
7,378 | $637,680 | |
| 5 | SO |
Southern Co
|
4,930 | $471,850 | |
| 6 | DUK |
Duke Energy CORP
This page
|
2,720 | $344,297 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,220 | $259,229 | |
| 8 | D |
Dominion Energy, Inc
|
3,524 | $240,653 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,297 | 2,720 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $611,227 | 4,668 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $914,003 | 7,798 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $222,131 | 1,795 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $819,038 | 6,941 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $232,596 | 1,907 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $164,088 | 1,523 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $183,903 | 1,595 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $170,992 | 1,706 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $154,929 | 1,602 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $155,264 | 1,600 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $110,413 | 1,251 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $104,636 | 1,166 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $69,168 | 717 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $97,737 | 949 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $66,788 | 718 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $80,836 | 754 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $81,288 | 728 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $72,590 | 692 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $65,092 | 667 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $77,001 | 780 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $107,727 | 1,116 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $101,814 | 1,112 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $86,523 | 977 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $89,956 | 1,126 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $106,761 | 1,320 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||