Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$69,998
-$2,411 QoQ
Shares Held
553
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,217
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, 2026Centerpoint Advisors, LLC holds $1,882,367 across 10 Utilities - Regulated Electric names. DUK ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
10,983 | $793,741 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
5,025 | $407,829 | |
| 3 | NEE |
Nextera Energy Inc
|
4,267 | $374,514 | |
| 4 | ED |
Consolidated Edison Inc
|
935 | $103,439 | |
| 5 | DUK |
Duke Energy CORP
This page
|
553 | $69,998 | |
| 6 | EIX |
Edison International
|
615 | $45,786 | |
| 7 | SO |
Southern Co
|
417 | $39,911 | |
| 8 | DTE |
Dte Energy Co
|
180 | $27,426 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,998 | 553 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $72,409 | 553 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $64,817 | 553 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $68,433 | 553 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $65,254 | 553 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $67,449 | 553 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $103,538 | 961 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $118,413 | 1,027 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $110,052 | 1,098 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $106,187 | 1,098 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $80,737 | 832 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $69,725 | 790 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $84,445 | 941 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $84,411 | 875 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $80,332 | 780 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $71,625 | 770 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $82,551 | 770 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $85,978 | 770 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $92,102 | 878 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $60,408 | 619 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $61,107 | 619 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $59,752 | 619 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $56,675 | 619 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $54,818 | 619 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $49,451 | 619 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $52,895 | 654 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||