Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,288,259
-$139,858 QoQ
Shares Held
41,778
+0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#494
of 2,446 holders
Holding Since
Jun 2020
23 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, 2026Principle Wealth Partners LLC holds $32,467,094 across 12 Utilities - Regulated Electric names. DUK ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
100,553 | $9,623,927 | |
| 2 | DUK |
Duke Energy CORP
This page
|
41,778 | $5,288,259 | |
| 3 | AEP |
American Electric Power Co Inc
|
33,014 | $4,516,645 | |
| 4 | D |
Dominion Energy, Inc
|
61,443 | $4,195,942 | |
| 5 | NEE |
Nextera Energy Inc
|
41,082 | $3,605,767 | |
| 6 | EXC |
Exelon Corp
|
51,410 | $2,396,734 | |
| 7 | ES |
Eversource Energy
|
12,256 | $885,741 | |
| 8 | ED |
Consolidated Edison Inc
|
5,338 | $590,542 |
All Filings in DUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,288,259 | 41,778 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,428,117 | 41,455 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,877,576 | 41,614 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,938,862 | 39,910 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,595,982 | 38,949 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,907,584 | 40,236 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,504,824 | 41,812 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,140,884 | 35,914 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,599,660 | 35,914 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $2,611,249 | 26,909 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,819,568 | 20,616 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,710,982 | 19,066 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,847,979 | 19,156 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,926,118 | 18,702 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,789,983 | 19,243 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,030,879 | 18,943 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,353,792 | 21,080 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,214,753 | 21,113 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,101,307 | 21,532 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,041,727 | 20,682 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,048,077 | 21,217 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,949,953 | 21,297 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $152,988 | 1,915 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||