Biltmore Family Office, LLC
Family OfficePosition in DUK — Duke Energy CORP
CIK 1731123
CHARLOTTE, NC
Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,826,422
-$62,911 QoQ
Shares Held
14,429
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#848
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, 2026Biltmore Family Office, LLC holds $6,415,812 across 7 Utilities - Regulated Electric names. DUK ranks #2 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
29,522 | $2,825,550 | |
| 2 | DUK |
Duke Energy CORP
This page
|
14,429 | $1,826,422 | |
| 3 | NEE |
Nextera Energy Inc
|
9,013 | $791,071 | |
| 4 | ETR |
Entergy Corp /De/
|
2,840 | $326,202 | |
| 5 | ED |
Consolidated Edison Inc
|
2,198 | $243,164 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,484 | $203,026 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,716 | $200,377 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,826,422 | 14,429 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,889,333 | 14,429 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,696,263 | 14,472 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,422,877 | 11,498 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,352,516 | 11,462 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,398,020 | 11,462 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,240,087 | 11,510 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,334,482 | 11,574 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,158,057 | 11,554 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,117,387 | 11,554 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,131,195 | 11,657 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,028,846 | 11,657 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,065,662 | 11,875 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,145,581 | 11,875 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,110,335 | 10,781 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,003,592 | 10,789 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,155,187 | 10,775 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,203,024 | 10,774 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,204,461 | 11,482 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $835,467 | 8,561 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $844,845 | 8,558 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $848,884 | 8,794 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $804,903 | 8,791 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $960,610 | 10,847 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $866,327 | 10,844 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $895,503 | 11,072 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||