Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,580,224
-$134,172 QoQ
Shares Held
12,484
-4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#910
of 2,446 holders
Holding Since
Mar 2021
22 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, 2026CreativeOne Wealth, LLC holds $16,103,661 across 16 Utilities - Regulated Electric names. DUK ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
37,932 | $3,329,290 | |
| 2 | EVRG |
Evergy, Inc.
|
24,818 | $2,145,019 | |
| 3 | SO |
Southern Co
|
18,749 | $1,794,466 | |
| 4 | DUK |
Duke Energy CORP
This page
|
12,484 | $1,580,224 | |
| 5 | EIX |
Edison International
|
19,185 | $1,428,322 | |
| 6 | AEP |
American Electric Power Co Inc
|
9,801 | $1,340,874 | |
| 7 | AEE |
Ameren Corp
|
5,983 | $676,318 | |
| 8 | ED |
Consolidated Edison Inc
|
5,839 | $645,968 |
All Filings in DUK
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,580,224 | 12,484 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $1,714,396 | 13,093 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,473,797 | 12,574 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,607,883 | 12,993 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,463,672 | 12,404 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,351,182 | 11,078 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,152,493 | 10,697 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,122,906 | 9,739 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $626,136 | 6,247 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $908,299 | 9,392 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $705,674 | 7,272 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $710,757 | 8,053 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,064,517 | 12,070 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,326,847 | 13,754 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,234,849 | 11,990 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $952,245 | 10,237 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $982,578 | 9,165 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,078,970 | 9,663 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $912,734 | 8,701 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $866,696 | 8,881 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $587,186 | 5,948 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $357,256 | 3,701 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||